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01952 897377 01691 897318 01743 816115 info@croftandoakes.co.uk
Croft And Oakes
  • Home
  • About us+
    • Meet the Team
    • What makes us different?
  • Services+
    • Pensions
    • Savings and Investments
    • IHT
    • Long-Term Care
    • Wills
    • Protection
    • Mortgages
  • Cash flow modelling
  • Insights+
    • News
    • Guides
    • Brochures
  • Calculators
  • Contact Us
Croft And Oakes
  • Home
  • About us+
    • Meet the Team
    • What makes us different?
  • Services+
    • Pensions
    • Savings and Investments
    • IHT
    • Long-Term Care
    • Wills
    • Protection
    • Mortgages
  • Cash flow modelling
  • Insights+
    • News
    • Guides
    • Brochures
  • Calculators
  • Contact Us

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Advised investors are ‘less vulnerable’ 25 March 2025 Read More
Pension pulse – a reminder for ‘25 18 March 2025 Read More
Now here’s a golden anniversary worth celebrating!  18 March 2025 Read More
End of tax year IHT recap – gen up on gifting allowances 12 March 2025 Read More
The changing face of retirement – as the traditional ‘hard-stop’ is consigned to history 12 March 2025 Read More
Could ‘right-sizing’ help the housing market? 12 March 2025 Read More
Narrowing the gender protection gap 4 March 2025 Read More
A reminder of recent property tax changes 4 March 2025 Read More
Economic Review February 2025 4 March 2025 Read More
Residential Property Review – February 2025 20 February 2025 Read More
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Croft and Oakes Financial Planners Ltd is registered in England and Wales no. 9879146. Registered office, Suite 7 Business Development Centre, Stafford Park 4, Telford, TF3 3BA.

Authorised and regulated by the Financial Conduct Authority. Croft and Oakes Financial Planners Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 731020.

If you wish to register a complaint, please write to Info@croftandoakes.co.uk or telephone 01952 897377.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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