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@croftandoakes.co.uk
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2 phones found area 781
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Keith Croft is listed as Chartered Financial Planner at Croft and Oakes Chartered Financial Planners, a with 5 employees, based in Telford, England, United Kingdom. AeroLeads shows a work email signal at croftandoakes.co.uk, phone signal with area code 781, and a matched LinkedIn profile for Keith Croft.
Keith Croft previously worked as Independent Chartered Financial Planner at Derwent Financial Planning Llp and Wealth Management Advisor at Lloyds Banking Group. Keith Croft studied at Blessed William Howard High School.
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I have built up a wealth of experience over the last 21 years working with some of the worlds largest Banking and Wealth Management organisations.I feel passionately that in the current economic climate advice is even more important than ever, however at the same time many organisations are withdrawing from the market place or being selective in who they wish to provide advice for.As a Chartered and Independent Financial Adviser (IFA), I always strive to provide an honest, professional yet friendly approach to clients when advising on their financial needs with access to the best financial products the market has to offer.I provide advice across all areas of financial planning including Investments, Pension Planning, Inheritance Tax Planning, Wills/Trusts and Corporate Planning. All enquiries are welcome, please feel free to contact me on one of the following:Phone: 07815 075793 / 01952 897377 Email: keith@croftandoakes.co.uk
Listed skills include Wealth Management, Financial Services, Financial Advisory, Investments, and 13 others.
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Suite 7 Business Development Centre, Stafford Park 4, Telford, Tf3 3Ba
Independent Financial AdviceProviding holistic financial planning for both personal and corporate clients, including:- Pensions- Investments- Inheritance Tax/Estate Planning- Corporate Financial Planning
Unit 20A Business Development Centre, Stafford Park 4, Telford, Tf3 3Ba
This role involved working with both personal and corporate clients to provide individual, tailored financial advice. The role covered full holistic financial planning, however a large focus of the role was in the specialised areas of Inheritance Tax planning and pension transfers.
As a senior PFA I had a dual role, not only was I continuing to provide financial advice to clients (as described in the Personal Financial Adviser role below) but I also had responsibility for training new advisers and also providing support for the Area Manager in the supervision of the other advisers in the area.
This role involved providing financial advice to clients around the areas of savings, investment planning, pensions and protection.
Other employees you can reach at croftandoakes.co.uk. View company contacts for 5 employees →
Marie Yeo Chartered Mcipd
Colleague at Croft And Oakes Chartered Financial PlannersWolverhampton, England, United Kingdom
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Verity Corbett Dip Pfs
Colleague at Croft And Oakes Chartered Financial PlannersBrockton, England, United Kingdom
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Jessica Shukie
Colleague at Croft And Oakes Chartered Financial PlannersShrewsbury, England, United Kingdom
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Keith Croft works for Croft and Oakes Chartered Financial Planners.
Keith Croft is listed as Chartered Financial Planner at Croft and Oakes Chartered Financial Planners.
AeroLeads has found 1 work email signal at @croftandoakes.co.uk for Keith Croft at Croft and Oakes Chartered Financial Planners.
AeroLeads has found 2 phone signal(s) with area code 781 for Keith Croft at Croft and Oakes Chartered Financial Planners.
Keith Croft is based in Telford, England, United Kingdom while working with Croft and Oakes Chartered Financial Planners.
Keith Croft has worked for Croft And Oakes Chartered Financial Planners, Derwent Financial Planning Llp, Lloyds Banking Group, and Halifax.
Keith Croft's colleagues at Croft and Oakes Chartered Financial Planners include Marie Yeo Chartered Mcipd, Verity Corbett Dip Pfs, and Jessica Shukie.
You can use AeroLeads to view verified contact signals for Keith Croft at Croft and Oakes Chartered Financial Planners, including work email, phone, and LinkedIn data when available.
Keith Croft studied at Blessed William Howard High School.
Keith Croft is listed with skills including Wealth Management, Financial Services, Financial Advisory, Investments, Pensions, Financial Planning, Inheritance Tax Planning, and Portfolio Management.
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