Croft and Oakes was built on the likeminded approaches of Keith Croft and Chris Oakes. Our approach is to provide high quality, holistic and unbiased advice to clients in Shropshire and the surrounding areas.
In the advisory team we have two Chartered Financial Planners and highly experienced in helping clients achieve their needs. The support team ensures we deliver an excellent level of customer service.
Croft and Oakes believe that the most up-to-date knowledge is the key to providing the best client service. As such, two of our advisers are qualified Chartered Financial Planners – the industry gold standard for financial advice.
Not only do our advisers have the right pieces of paper, but they also have a practical knowledge and experience of financial services. Each adviser has at least 20 years’ experience in the industry with some of the biggest banks and wealth management providers in the world.
We are professional in our approach and aren’t afraid to deal with the complexities of our business. In fact, we specialise in these highly complex matters and are always seeking to better ourselves. This includes working with our clients throughout their lives as their needs change.
Thanks to previous experiences in client facing roles, our advisers know all about what it means to be truly client-focused. We are proactive in the service we provide and are regularly achieving new accreditations to ensure we really understand the changing marketplace.