INDEPENDENT FINANCIAL ADVISER
T: 01952 897377
M: 07791 133951
E: marc@croftandoakes.co.uk
I have enjoyed working for some of the largest financial services organisations in wealth management across Telford, Wellington, Shrewsbury and Oswestry and latterly a total of 12 years with Lloyds Banking Group.
My last role was with Lloyds Private Bank maintaining high levels of service with affluent clients and concentrating on their more complex needs of inheritance tax planning, pension transfers and investment needs. I have also dealt extensively with Lloyds Bank’s corporate arm where I enjoyed really getting to understand your business and go on to make appropriate recommendations to secure a businesses future. This could be in the area of pension schemes, director share or key person protection.
I have always aimed to give my honest opinion to clients, guiding your decision making to achieve your ultimate objectives. This is achieved by being an experienced holistic adviser with a professional and trustworthy approach.
I have always aimed to give my honest opinion to clients, guiding your decision making to achieve your ultimate objectives. This is achieved by being an experienced holistic adviser with a professional and trustworthy approach.
In today’s ever changing financial world an open mind and truly holistic approach is paramount. I have however developed an interest and level of expertise in the areas of Inheritance Tax Planning, Pension Transfers and Investment Planning.
My particular strength is the ability to communicate in non-jargon language really helping you to understand my recommendations sufficiently to make the right decisions.
I’m a Shropshire lad, being raised in Telford, but now live in and around Oswestry and Ellesmere. I enjoy cycling but I can also be found exploring Shropshire countryside from a birds eye view. I hold a Commercial Pilots License for hot air balloons and have been involved in the sport since a young boy. I am married to Hayley and we have two young children Hattie and Quinn.
Independent Financial Adviser
(May 2018 – present) Croft & Oakes
Private Banking & Advice Manager
2012 – 2018 – Lloyds Private Bank
Senior Personal Finance Adviser
(2006 – 2012) Halifax Bank
Co-Operative Bank
(1999 – 2006) Financial Advisor
2nd Battalion Light Infantry
(1996 – 1999) British Army
Personal Finance Society (PFS) Accredited
Member – Chartered Insurance Institute
Diploma in Regulated Financial Planning (Dip PFS)
FPC I, II, III – Financial Planning Certificates
Certificate in Financial Planning
Certificate in Life & Pensions
CII – Pension Transfer Specialist
AF7 Pension Transfers
AF8 Retirement Income Planning
JOI Personal Tax (CII)
ROI Financial Services, Regulation and Ethics
RO2 Investment Principles & Risk
RO4 Pensions & Retirement Planning
MAQ Mortgage Advice Qualification
CF9 Pensions Simplification
