MSC, FPFS
CHARTERED FINANCIAL PLANNER
M: 07711 652933
E: maureen@croftandoakes.co.uk
I have worked in the financial services industry since 1982, for a large insurance company and latterly as an adviser. My career started with Commercial Union/Norwich Union and through the many company mergers I left after 22 years as a Senior Manager. I have been advising since 2008. Since then, I have taken the opportunity to increase my knowledge to become a Chartered Financial Planner and Fellow of the Personal Finance Society. In 2019 I completed a master’s degree in Financial Planning and Business Management.
My area of expertise is working with individual clients, specifically in inheritance tax planning, retirement planning and pension transfers. My aim is to take a holistic approach to ensure that clients are given jargon-free and clear advice to enable them to make informed decisions.
I am originally from Birmingham but now live in Cheshire with my husband Michael and my two dogs Hector and Hattie. My daughters are grown up and making their own careers.
I enjoy walking, reading, and travelling. I am a member of a local book club and I volunteer for and support a number of cancer charities.
2021 – Present – Chartered Financial Planner – Croft and Oakes
2005-2021 – Chartered and Independent Adviser – Malbon Townsend Ltd
1982- 2005 – Various roles – Commercial Union/Norwich Union
Manchester Metropolitan University (MMU)
MSc Financial Planning and Business Management
Personal Financial Society (PFS)
Fellow – FPFS
The Chartered Insurance Institute (CII)
Chartered Financial Planner
Associateship of the Chartered Insurance Institute (ACII)
Advanced Diploma in Financial Planning
AF3 Pension Planning (CII)
AF5 Financial Planning Process (CII)
F10 Taxation and Trust
F20 Personal Investment Planning (CII)
F30 Corporate Investment Planning (CII)
Diploma in Financial Planning
J04 Pension Funding Options (CII)
R02 Investment Principles and Risk (CII)
R03 Personal Taxation (CII)
R06 Financial Planning Practice (CII)
R08 Pension Update (CII)
Certificate in Financial Planning
CF1 UK Financial Services, Regulations and Ethics
CF2 Investment and Risk (CII)
CF3 Financial Protection (CII)
CF4 Retirement Planning (CII)
CF8 Long Term Care Insurance (CII)
FA1 Life Office Administration (CII)
FA2 Pensions Administration (CII)
FA7 Certificate in Financial Services (CII)
FP1 Financial Services and their Regulation (CII)
FP2 Protection, savings and investment products (CII)
LP3 Life and Pensions Principles and Practices (CII)
R05 Financial Protection (CII)
