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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

Pensions & Retirement

Pension pulse – a reminder for ‘25 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
Family tensions over money talks – time to break the taboo 12 February 2025 Read More
Taking steps to avoid a retirement overspend 29 January 2025 Read More
Dive into ’25 on top of key tax changes 29 January 2025 Read More
A few months left to maximise your State Pension 29 January 2025 Read More
A third of Gen X think they will never retire 10 December 2024 Read More
Self-employed? Remember your pension 2 December 2024 Read More
Avoiding the unretirement ‘tax trap’ 2 December 2024 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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