PARAPLANNER
T: 01952 897377
E: Julie@croftandoakes.co.uk
I have worked in Financial Services for over 30 years and have spent my whole career working for Independent Financial Advisers.
I have carried out many roles during this period which has given me the opportunity to gain experience and knowledge in all areas of financial planning as well as more specialised areas such as Pension Trustee Services, Investment Committees and Managed Portfolio Services. I have spent the latter part of my career as a Paraplanner and enjoy working closely with Financial Advisers to find the optimum solution to a client’s needs and objectives.
I am committed to my ongoing personal development and have achieved Chartered Financial Planner status, together with the Certificate in Paraplanning.
I have a disposition for attention to detail which is really important when analysing client’s needs and working on Suitability Reports. I have extensive experience using a range of analytical software to support the advice being given and my background gives me a holistic overview of financial planning.
I have lived in Shropshire for the last 10 years and enjoy making the most of our lovely countryside whether it be going for a run or walking with family and friends.
I have been married for over 20 years and have two teenage children.
Paraplanner
(2019-present) Croft & Oakes IFA
Paraplanner/Technical Support
(2006-2019) Newell Palmer IFA
Paraplanner
(2000-2006) Ashby London IFA
Administration Assistant
(1996-2000) Ernest R Shaw IFA
Administration Assistant
(1988-1996) Petrie & Petrie IFA
The Chartered Insurance Institute (CII)
Chartered Financial Planner
Advanced Diploma in Financial Planning
AF3 – Pension Planning (CII)
AF5 – Financial Planning Process (CII)
AF7 – Pension Transfers (CII)
G10 – Taxation and Trusts (CII)
K10 – Retirement Options (CII)
Diploma in Regulated Financial Planning
J04 – Pension Funding Options (CII)
J05 – Pension Income Options (CII)
SV1 – Savings & Investments (CII)
Certificate in Paraplanning
CF1 – UK Financial Services, Regulation and Ethics (CII)
R02 – Investment Principles & Risk (CII)
R03 – Personal Taxation (CII)
J09 – Paraplanning (CII)
Certificate in Financial Planning
CF2 – Investment and Risk (CII)
CF3 – Financial Protection (CII)
CF4 – Retirement Planning (CII)
CF5 – Integrated Financial Planning (CII)
CF6 – Certificate in Mortgage Advice (CII)
CF7 – Certificate in Lifetime Mortgage Activity (CII)
CF9 – Pensions Simplification (CII)
FP1, FP2 & FP3 – Certificate in Financial Planning (CII)