Croft & Oakes Chartered Financial Planners
Croft & Oakes Chartered Financial Planners is an economic consulting firm based in Telford, England. They specialize in providing financial planning services to their clients. Their team of experts is well-versed in economics and law, ensuring that their clients receive the best advice possible. Croft & Oakes Chartered Financial Planners is committed to helping their clients achieve their financial goals and providing them with the tools they need to succeed.
Introduction to Croft & Oakes Chartered Financial Planners
Croft & Oakes Chartered Financial Planners is a financial consultancy firm that was founded in the United Kingdom. The company's purpose is to provide economic consulting services to clients from various industries. Croft & Oakes is unique because it is a chartered financial planning firm, which means it adheres to certain standards of professionalism and ethical practices.Services & Products
Croft & Oakes offers a range of financial planning services, including retirement planning, investment management, and tax planning. The company also provides estate planning services to help clients with the transfer of their assets after death. Clients can purchase these services as standalone products or as comprehensive financial plans.Location
Croft & Oakes is located in Suite 7 Business Development Centre, Stafford Park 4, Telford TF3 3BA, United Kingdom. The area is known for its industrial businesses and is easily accessible via public transportation. The closest public transportation options are the Telford Central train station (1.5 miles), the Telford Bus Station (2 miles), and the Oakengates train station (2.3 miles).Benefits
Customers should choose Croft & Oakes because of its professional and ethical practices, as well as its comprehensive financial planning services. The firm's chartered financial planner status ensures that clients receive high-quality advice and service.Good to Know
Customers should be aware that Croft & Oakes focuses on providing financial planning services to clients in the United Kingdom. The company may not be able to provide services to clients outside of the UK.Reviews
Customers have praised Croft & Oakes for its professional and knowledgeable staff, as well as its comprehensive financial planning services. Clients have stated that the firm's advice has helped them achieve their financial goals.Amenities
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computer -
internet access
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conference room
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printer
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copier
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scanner
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fax machine
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private office
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parking
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meeting room
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coffee machine
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reception area
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projector
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whiteboard
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business phone line
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shredder
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security system
FAQ
What specific areas of economic consulting does your company specialize in?
We specialize in providing economic consulting services related to economics and law. Our team of experts is equipped to provide analysis and advice on a range of topics including competition, regulation, intellectual property, and more.Can you provide examples of successful projects your company has completed in the past?
Yes, we have completed many successful projects in the past. Some of the notable ones include advising a major telecommunications company on its competition strategy, assisting a pharmaceutical company with the valuation of its intellectual property portfolio, and providing expert testimony in a high-profile antitrust case.What is your company's approach to problem-solving in economic consulting?
Our approach to problem-solving in economic consulting is to first understand the client's specific needs and objectives. We then use a combination of economic theory, data analysis, and industry expertise to develop practical solutions that are tailored to the client's unique situation.How does your company ensure confidentiality and data security when working with clients?
Confidentiality and data security are of utmost importance to us. We have strict protocols in place to ensure that all client information remains confidential and secure. Our team members are required to sign non-disclosure agreements, and we use encrypted communication channels and secure data storage to protect client data.What is the estimated timeframe and cost for engaging your company's economic consulting services?
The timeframe and cost for engaging our economic consulting services vary depending on the specific project requirements. We typically provide a detailed proposal outlining the scope of work, estimated timeframe, and cost once we have had a chance to discuss the project with the client. We pride ourselves on providing transparent and competitive pricing for our services.Reviews
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Paul Allman
Keith Croft has been my FA for 6 yrs now. He first helped me with transferring both my own and my wifes bank pensions into SIPPs. He has also helped me transfer another company pension and also set up Property Trust Wills for us. Everything has been dealt with professionally and efficiently and to a level that has made it easy for us to understand. Other members of the team at Croft & Oakes have been equally helpful and efficient too when required. I would have absolutely no hesitation in highly recommending this organisation.
05-05-2023
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L Barker
My wife and myself are clients with Croft and Oakes following our move from another investment planner who was not proactive. We have been very satisfied with the service provided, especially from Marc who has been extremely professional and thorough helping our understanding of the financial markets, options available and future financial planning.
26-04-2023
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Nick Jones
Great service and backup from Marc Derbyshire , helpful and informative with all needs
26-04-2023
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Sue Nagington
I was so impressed with Keith's knowledge and help. Such a lovely relaxed meeting where it was clear Keith listened to my needs and gave expert advice . I was greeted by a lovely member of his team who made me feel welcome straight away Excellent service . Good honest advice . Thank you . .
26-04-2023
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Dave Heathcote
Excellent service. I have been with the company for about 5 years. They assisted me initially when I inherited money from my mother's estate and have more recently assisted me with pension plan since I finished work. Helpful and friendly service at every opportunity.
26-04-2023
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David Dudley
A welcoming friendly team at Croft & Oakes.... Keith has provided the advice I required, I'm looking forward to ongoing pension/Investment advice.
26-04-2023
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Jane Firth
We have been very impressed with the technical expertise and kind, supportive advice Keith has provided over the last few years with our complex investment issues. We’ve had several other advisers in the past and Keith is by far the best.
26-04-2023
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Lynda Bladen
Just had our annual review with Marc Derbyshire. Marc is very professional and easy to talk to. He gives first class advice and was very knowledgeable on the current financial situation we are all facing at the moment. We are very pleased with the service Marc provides and would highly recommend him.
26-04-2023
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Colin Siverns
Since I retired 2 years ago and chose to have Croft and Oakes deal with my retirement pension I have been dealt with by Marc Derbyshire who has treated my as if I was the most important person in the country, his personality and attitude have been first class, he has explained all the problems and possibilities that could / could not happen. I would have no hesitation in recommending him and his company to future retirees.
26-03-2023
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Helen Gerrard
Chris has been fantastic in helping us to understand how best to manage our financials and particularly our pension options. He listens carefully and always provides sound and honest advice.
26-02-2023
