INDEPENDENT FINANCIAL ADVISER
T: 07519 750099
E: verity@croftandoakes.co.uk
I joined Croft and Oakes following a Successful 18 year career in teaching, latterly as head of mathematics at several local schools. I am passionate about helping you to protect what is most important, to manage your finances and enable you to achieve your financial goals. I provide peace of mind whilst building trusting relationships.
Having previously prided myself on building positive relationships with my students and their parents, I now build long term relationships with my clients. I am passionate about making a difference to the people I support ensuring I am someone they can trust and rely on.
I provide holistic financial planning to my clients helping them to create wealth, reduce their personal, business and inheritance tax, and advise on pensions, saving and protection. Through my planning and advice, I help people achieve their goals and aspirations both now and in the future.
I am a fully qualified Financial planner having completed my Diploma earlier this year with a Distinction in the final Case Study exam. I am now continuing my journey to become Chartered, and I have already passed several additional exams beyond my Diploma increasing my areas of expertise.
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 Regulated Financial Planning (Dip PFS)
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
RO6 Financial Planning Practice (with Distinction)
J10 Discretionary Investment Management
CF6 Mortgage Advice
PGCE Secondary Mathematics Education.
BSC Dual Honours Degree in Mathematics and Psychology 2:1