RISK & COMPLIANCE DIRECTOR
T: 01952 897377
M: 07999 900207
E: naomi@croftandoakes.co.uk
Having over 15 years’ experience of working in the industry for independent advice firms and networks, I have been fortunate to gain a working knowledge in all areas of financial planning including administration, advising, risk and compliance, and senior management. This has helped me appreciate the unseen support provided throughout a client’s financial planning journey.
My focus for the latter half of my career has been on risk and compliance and adviser management, which gives me the opportunity to support advisers in ensuring clients are well looked after, as well as writing policies and processes that work for the benefit of our clients and their financial outcomes.
I get the most enjoyment out of holidaying with my husband and soaking up the sun. We also like going to music events for lesser-known artists, as well as having our own music nights at home.
