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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

Trust Registration Service update 1 August 2022 Read More
Your retirement today 1 August 2022 Read More
Money – In the news 25 July 2022 Read More
Wealth – In the news 25 July 2022 Read More
Spotlight on investor sentiment and super trends 19 July 2022 Read More
When in (financial) doubt – talk it out! 19 July 2022 Read More
The power of purposeful wealth 14 July 2022 Read More
Come retirement, you reap what you sow 14 July 2022 Read More
Valuing financial advice 7 July 2022 Read More
Inheritance Tax reporting – in the know 16 June 2022 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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