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 21 years and with our two teenage girls’, 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.