TRAINEE INDEPENDENT FINANCIAL ADVISER
T: 07736 150077
E: verity@croftandoakes.co.uk
I joined Croft and Oakes in 2023 following a successful 18 year career in teaching, latterly as head of mathematics at several local schools. I am passionate about supporting others and helping them to achieve their goals whether that has been students learning maths or helping clients plan holistically to achieve a financially strong and secure future. Although my career has now taken a different direction, I feel the skills I gained in teaching will allow me to unravel the complexities of financial planning and help clients understand and achieve their financial goals.
I have already passed several Chartered Insurance Institute exams in my journey to become fully qualified and I hope to have achieved this in the very near future. My long term goal is to continue to study and achieve Chartered Financial Planner status.
My husband and I have one son and we live on a small holding where we have horses, dogs, a couple of sheep and too many chickens! My main hobby is horse riding and I enjoy competing in both dressage and show jumping. My proudest achievement was coming 9th at the National Dressage championships on a horse I had trained myself. More recently to support my son I have become involved in a number of sports including skiing, rugby and I am now one of the 5–8-year-old cricket coaches at Worfield cricket club.
2020-2023 Head of Maths – Idsall School, Shifnal.
2011-2020 Head of Maths – Burton Borough School, Newport.
2009-2010 Head of Maths – Sutherland College, Telford.
2005-2009 Teacher of Maths – Sir Graham Balfour School, Stafford.
Certificate in Mortgage Advice (Cert CII MP)
Certificate in Discretionary Investment Management (Cert PFS DM)
R01 Financial Services, Regulation and Ethics
R02 Investment Principles and Risk
R03 Personal Taxation
R04 Pensions and Retirement Planning
R05 Financial Protection
J10 Discretionary Investment Management
CF6 Mortgage Advice
PGCE Secondary Mathematics Education.
BSC Dual Honours Degree in Mathematics and Psychology 2:1
