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
Website
croftandoakes.co.uk
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 10 years ago.
Status
Active
Size
Micro
Directors
2
Age
10 years old
Employees
7
Turnover
Unreported
Total Assets
£578.2K
Cash in Bank
Unreported
Total Liabilities
-£278.27K
Christopher Mark Oakes
Director • Chartered Financial Planner • British • Lives in England • Born in Jan 1975
Keith Michael Croft
Director • Chartered Financial Planner • British • Lives in UK • Born in Apr 1974
Mr Keith Michael Croft
PSC • PSC • British • Lives in UK • Born in Apr 1977
Mr Christopher Mark Oakes
PSC • British • Lives in UK • Born in Jan 1975
More information on Croft & Oakes Financial Planners Limited
Teams
All
4
Marie Yeo Chartered McIpd
Operations Director • Joined Apr 2024
Keith Croft
Chartered Financial Planner
Jessica Shukie
Chartered Financial Planner • Joined Feb 2022
Verity Corbett Dip PFS
Independent Financial Planner • Joined Jun 2024