Julie Burke

Julie Burke


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.

Hobbies and Interest

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.

Career History


(2019-present) Croft & Oakes IFA

Paraplanner/Technical Support

(2006-2019) Newell Palmer IFA


(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)