INDEPENDENT & CHARTERED FINANCIAL PLANNER
T: 01952 897 377
M: 07542 030 775
E: jessica@croftandoakes.co.uk
I have worked in financial services for over 15 years, advising both individual and corporate clients. Whether that was explaining the pension benefits to an audience of 200+ factory workers, or helping a chief executive save into their pension.
My career path has given me an in-depth knowledge of public sector pension schemes, whether that was Local Government, NHS, Teachers or more recently retired police officers.
My objective with any initial meeting is to simplify financial jargon and give you the peace of mind to map out your financial future.
My career path has meant that I have developed certain areas of expertise, particularly in the fields of retirement planning, high earner pension tax implications and public sector pension schemes.
I live in Shrewsbury where I enjoy taking walks by the river with my husband and two football mad sons. My interests include fine food, travelling, playing bridge and singing for the Shrewsbury Cantata Choir.
Chartered and Independent
Financial Adviser
(2022 – present) Croft & Oakes
Chartered and Independent
Financial Adviser
(2021 – 2022) Tenet and You_Police Mutual
Financial Adviser
(2018 – 2020) Aviva Financial Advice
• Specialised in retirement planning.
Financial Adviser
(2011 – 2018) Prudential Financial Planning
• Holistic financial advice, specialising in pension tax implications for final salary schemes.
Retirement Education Consultant
(2007 – 2011) Prudential Retirement Education Team
• Specialised in public sector and private sector pension schemes.
Personal Finance Society (PFS)
Associate – APFS
The Chartered Insurance Institute (CII)
Chartered Financial Planner
Certificate in Pension Transfer Advice
Cert CII Level 4
Advanced Diploma in Financial Planning
AF1 – Personal Tax and Trust Planning (CII)
AF3 – Pension Planning (CII)
AF4 – Investment Planning (CII)
AF5 – Financial Planning Process (CII)
AF7 – Pension Transfers (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)
R08 – Pensions update (CII)
Certificate in Financial Planning
CF1 – UK Financial Services, Regulations, and Ethics (CII)
CF2 – Investment and Risk (CII)
CF3 – Financial Protection (CII)
CF4 – Retirement Planning (CII)
CF5 – Integrated Financial Planning (CII)
CF6 – Certificate in Mortgage Advice (CII)
ER1 – Equity Release (CII)
