Croft And Oakes

Croft and Oakes is an independent financial advisory firm that provides financial advice to clients in Shropshire and beyond. Founded by Keith Croft and Chris Oakes, the firm focuses on creating financial plans to meet the needs of each client.
  • Wills
  • Pensions
  • Mortgages
  • Protection
  • Long-Term Care
  • Cash flow modelling
  • Inheritance Tax (IHT)
  • Savings and Investments

Size
Small
Phone
01952 897377
Email
Available in Endole App
Locations
Suite 7 Business Development Centre, Stafford Park 4, TF3 3BA
01952897377
Digital Popularity
Social Media
Competitors
Strata Financial Limited
Strata Financial Limited is an independent financial advisory firm specialising in pension, retirement, and estate planning.
Company Details
Croft And Oakes is operated by Croft & Oakes Financial Planners Limited and is a Active company incorporated on 19 November 2015 with the registered office located in Telford, Shropshire. Croft & Oakes Financial Planners Limited was registered 9 years ago.

Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
7
Turnover
Unreported
Total Assets
£578.2K
Cash in Bank
Unreported
Total Liabilities
-£278.27K

Director • PSC • Chartered Financial Planner • British • Lives in UK • Born in Jan 1975
Director • PSC • PSC • Chartered Financial Planner • British • Lives in UK • Born in Apr 1977
Teams
All
4
Wealth Management
3
Consulting
3
Operations
1
Operations Director • Joined Apr 2024
Chartered Financial Planner
Independent Financial Planner • Joined Jun 2024
Chartered Financial Planner • Joined Feb 2022
Chartered Financial Planner
Independent Financial Planner • Joined Jun 2024
Chartered Financial Planner • Joined Feb 2022
Operations Director • Joined Apr 2024
Chartered Financial Planner
Independent Financial Planner • Joined Jun 2024
Chartered Financial Planner • Joined Feb 2022