CHARTERED & INDEPENDENT FINANCIAL ADVISER
T: 07534 821264
E: Garry@croftandoakes.co.uk
Having advised individual and corporate clients on a wide range of financial solutions over the past 20 years, I bring a mature and knowledgeable approach to managing my client`s wealth.
This experience has been gained working within commercial and private banking with Lloyds Bank and Schroders Personal Wealth, covering Oswestry and Shrewsbury, before more recently becoming an Independent Financial Adviser.
I also hold the Chartered Financial Planner qualification which is recognised as the gold standard for financial advisers. This was achieved in 2002 when I also went on to win the “National Financial Adviser Award” for achieving the highest grade for the “Advanced Financial Planning Certificate.”.
My emphasis has always been on building strong and lasting relationships with my clients. This is achieved by putting my client`s aspirations at the heart of any advice I give.
I also have extensive knowledge and understanding of commercial business protection solutions such as succession planning and key employees, having gained this experience over 14 years working within this specific sector with Lloyds Bank.
I am a keen runner and have completed the London Marathon on three separate occasions whilst representing Oswestry Olympians. I also love coastal walking and have completed the Ceredigion and Pembrokeshire paths in the last few years.
Chartered and Independent Financial Adviser –(2021 – present) Croft & Oakes
Personal Wealth Adviser (2019 – 2021) – Schroders Personal Wealth
Private Banking Advice Manager (2014- 2019) – Lloyds Bank
Commercial Wealth Management Adviser (1999 – 2014) – Lloyds Bank
Personal Finance Society (PFS) – Chartered – APFS
The Chartered Insurance Institute (CII) -Chartered Financial Planner,
Certificate in Mortgage Advice -Cert CII(MP)
Advanced Diploma in Financial Planning
G10 – Personal Tax and Trust Planning (CII)
G60 – Pension Planning (CII)
G30 – Business Financial Planning (CII)
AF5 – Financial Planning Process (CII)
Diploma in Regulated Financial Planning
R01 – Financial Services, Regulation and Ethics (CII)
R02 – Investment Principles and Risk (CII)
R03 – Personal Taxation (CII)
R04 – Pensions and Retirement Planning (CII)
R05 – Financial Protection (CII)
R06 – Financial Planning Practice (CII)
Financial Planning Certificate
FPC1 – Financial Services and their Regulations (CII)
FPC2 – Protection, Savings and Investment Products (CII)
FPC3 – identifying and Satisfying Client Needs (CII)
