For more than two decades I have been fortunate enough to work with some of the world’s largest Banking and Wealth Management organisations, this has given me the opportunities to develop my knowledge and experience alongside some of the greatest minds in financial services […]
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 […]
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 […]
As an Administrator 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. EXPERTISE I have worked in Financial Services for over 25 […]
I have worked in Financial Services for over 30 years and have spent my whole career working for Independent Financial Advisers. I have carried out many roles during this period which has given me the opportunity to gain experience and knowledge in all areas of financial planning as well as more […]
I joined Halifax Building Society in 1988 and held various roles during my time there until 2010. 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.
