PARAPLANNER
T: 01952 897377
E: Julie@croftandoakes.co.uk
With over 30 years’ experience in financial services, I have spent my entire career supporting Independent Financial Advisers, developing a broad and in-depth understanding across all areas of financial planning. Having undertaken a variety of roles throughout this time, I bring a well-rounded perspective and strong technical expertise to my work.
In the latter part of my career, I have specialised as a Paraplanner, where I particularly enjoy collaborating closely with advisers to design and deliver tailored solutions that align with clients’ individual needs and long-term objectives. I am committed to maintaining the highest professional standards through continuous development and have achieved Chartered Financial Planner status, alongside the Certificate in Paraplanning.
I bring a meticulous attention to detail to my work, which is essential when analysing clients’ needs and preparing comprehensive Suitability Reports. I have extensive experience using a range of analytical software to support and evidence the advice provided, ensuring recommendations are both robust and well-structured. My broad background across financial planning enables me to contribute to a holistic view of each client’s circumstances, supporting well-informed and integrated advice.
I enjoy keeping active, particularly through Pilates and Yoga. Living in Shropshire, I also make the most of the surrounding countryside, spending time walking with family and friends.
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)
