Please view my professional CV here.

As a Chartered and Independent Financial Adviser (IFA), I always strive to provide an honest, unbiased, professional yet friendly approach to clients when advising on their financial needs.

I started working in banking in 1993 with the Halifax Building Society and quickly realised that I had a flair for providing clear explanations to customers. After progressing through a number of roles within the Bank I decided in 1996 to specialise and moved into Financial Services.
I worked in a variety of branches providing advice to clients on a variety of areas in financial planning including savings, investments, pensions and protection and also had further responsibility for training new advisers in the role.

In 2008 I moved into a Wealth Management role with Lloyds Bank, specialising in providing advice on inheritance Tax Planning and Pensions, whilst also providing holistic advice on all areas of financial planning to both personal and corporate clients. I left in 2014 and have been providing Independent Advice to my clients ever since.

After a number of years of study, I have achieved the coveted “Chartered Financial Planner” status of the Personal Finance society. I am also a Fellow of the Chartered Insurance Institute and I am also an examiner, marking and question setting for those wishing to achieve financial qualifications via the Chartered Institute.

I have lived in Shropshire for most of my life and enjoy the occasional game of golf and sampling the growing number of eateries in the area. I have been married to my wife Chris for 23 years and have two daughters’, life is pretty full on being the duty taxi service amongst other things!

Please view my professional CV here.

As a Chartered and Independent Financial Adviser (IFA) I am able to provide unrestricted, whole-of-market financial advice. My Chartered Financial Planner status also proves that I am qualified to the highest level in the industry, with this particular standing being widely regarded as the ‘gold standard’ for financial advisers.

Furthermore, as a Fellow of the Chartered Insurance Institute (CII) I also create and mark examinations for those wishing to achieve financial qualifications through CII.

I have spent my career in Financial Services and pride myself in recognising that everyone’s personal situation is unique. When we established Croft and Oakes shared a vision. Croft and Oakes helps clients make the best financial plans by demystifying the complex, drawing on the expertise of highly qualified and experienced independent advisers with a professional yet friendly approach.

View Marc’s professional CV here.  

I qualified as a Financial Adviser in the year 2000 following a short career in the British Army, 2nd Battalion of the Light Infantry.

I have enjoyed working for some of the largest financial services organisations 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.

Please view my professional CV here.

Working out of Gloucester, I am a Chartered Financial Planner with Croft and Oakes with over 17 years’ experience.

As a Chartered and Independent Financial Adviser (IFA) I provide unrestricted, whole-of-market financial advice. My Chartered Financial Planner status also proves that I am qualified to the highest level in the industry, with this particular standing being widely regarded as the ‘gold standard’ for financial advisers.

I started my career as a Paraplanner learning the importance of understanding client’s needs and goals and explaining their options in a clear a straightforward manner. I am listed on the Personal Finance Society’s Register as a Retirement Planning Specialist; reflecting my experience in pension advice and I hold the relevant qualification to advise on Safeguarded Benefits on transfer from Final Salary Pensions.

I am the only Chartered Retirement Planning Specialist in Gloucester

Please view my professional CV here. 

As Business Manager at Croft and Oakes it is my mission to ensure every part of the business runs effectively and efficiently so that as a Team we can provide our clients, both new and existing, with the highest standards of service and exceed expectations.

I started my career in the Banking Industry in 1988 with Halifax Building Society, working my way up through the ranks across several specialist roles. Having spent several years as a Business Development Manager, I moved into Financial Services in 1999 where I provided advice to clients on a variety of areas of financial planning including savings, investments, pensions and protection. I am a fully qualified Financial Planner via the Personal Finance Society.

I have also worked within the Corporate sector where I was responsible for analysing and recommending lending solutions to local businesses.

Prior to joining Croft & Oakes, I was working within the RBS Group where my qualifications and skills were utilised through reviewing and analysing regulated advice given to retail clients.

In my spare time I am a keen sports fan and although my rugby playing days are behind me, I still find time to regularly visit my old club, Whitchurch RUFC. I am also a member of Wrekin Golf Club with a playing handicap of 12.

I have been married to my wife Jane for 27 years and have 3 (grown up?) children.

I work closely with our Financial Planners conducting research to help our clients meet their goals and then preparing reports which detail how those goals can be achieved.

I have been in Financial Services for around 30 years. I gained most of my experience in the earlier years through working as an Adviser with large well know companies such as Santander & Legal and General. More recently, for the last 10 years, I have worked with independent companies who are able to offer a full financial planning service to their clients.

I particularly enjoy the paraplanning role and the fact that every client has different needs. Making sure that our reports are informative, representative of our clients’ individual circumstances and easy to understand, is at the heart of everything that I do.

I am in the process of furthering my qualifications with the CII with the aim of achieving Chartered Status.

I am a proud Mother to my twelve year old daughter and I enjoy spending time with her as well as ballroom and Latin dancing.