Croft & Oakes Chartered Financial Planners – Marc Derbyshire
Initial consultation free
Independent financial adviser
Independent Financial Planner and Chartered financial planning firm. We provide expert advice on pensions and investments. We aim to provide friendly and trustworthy advice in a way that clients can understand.
We can advise you on
Clients
helped
14helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Marc Derbyshire
Financial Planner
What our clients say
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Phil Swain
I am more than happy with the advice Marc Derbyshire provides and I have seen my portfolio grow over the past 5 years. For me Marc could do no more than he has done. I really do feel very confident...
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Mr Cook
Marc has kept me up to date with all matters concerning my portfolio and advised how best to divide my pension funds and the value of my property in unequal proportions to my two children in the...
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G Ferguson
Following Marc's advice and management of our funds we have seen a good performance over the past year. We are in safe hands.
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Mr/Mrs McCarthy
Marc has managed our finances safely and effectively for many years now and keeps us in the loop at all times and we have full confidence in him.
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Graeme Harley
Marc is available when or if I need to speak to him. We undertook a full review and amended my risk status. I am not skilled in the art of investments and rely on Marc's advice and i am confident...
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R Ayton
I am recently retired and needed to review my existing savings and pensions to ensure they were fit for purpose.
Marc provided a very thorough review, and made recommendations for new products where...
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