CERT CII – CEMAP
IFA ADMINISTRATOR
T: 01952 897377
E: ian@croftandoakes.co.uk
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.
I have worked in Financial Services for over 25 years in many roles, Adviser, Training & Development and Management.
My previous experience has given me a perfect grounding for my current role at Croft & Oakes Financial Planners. From completing review documentation and research for existing clients to ensuring all data and analysis material is available for our new clients, my experience and knowledge of Financial Services is invaluable.
I was born in Shropshire and have always lived in the area. Outside of work I am married and have three children so needless to say spare time is minimal, but I gain great enjoyment and relaxation as a volunteer for the National Trust, I take a keen interest in most sports and (try) to keep fit.
Business Manager
(2017 – present) Croft & Oakes
Financial Adviser
(2010 – 2017) Halifax
• Provision of financial advice to the mass affluent market
Financial Planning &
Development Manager
(2007 – 2010) West Bromwich
Building Society
• Coached and developed teams to
ensure production and quality targets
were achieved.
• Assisted recruitment and
Assessment Centres
Financial Planning Manager /
Field Induction Coach
(1997 – 2007) LloydsTSB
• Responsible for training and mentoring
new financial advisers
Financial Adviser
(1993 – 1997) Britannic Assurance
HND in Business and Finance
Certificate in Mortgage Advice and Practice
(CeMAP)
JO1 – Personal Tax (CII)
Financial Planning Certificate
(FPC 1, 2 & 3)
