Keith Croft

Keith Croft Email and Phone Number

Chartered Financial Planner at Croft and Oakes Financial Planners Limited @ Croft and Oakes Chartered Financial Planners
shropshire, shropshire, united kingdom
Keith Croft's Location
Telford, England, United Kingdom, United Kingdom
Keith Croft's Contact Details

Keith Croft personal email

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Keith Croft phone numbers

About Keith Croft

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

Keith Croft's Current Company Details
Croft and Oakes Chartered Financial Planners

Croft And Oakes Chartered Financial Planners

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Chartered Financial Planner at Croft and Oakes Financial Planners Limited
shropshire, shropshire, united kingdom
Website:
croftandoakes.co.uk
Employees:
5
Keith Croft Work Experience Details
  • Croft And Oakes Chartered Financial Planners
    Chartered Financial Planner
    Croft And Oakes Chartered Financial Planners 2016 - Present
    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
    View
  • Derwent Financial Planning Llp
    Independent Chartered Financial Planner
    Derwent Financial Planning Llp Nov 2014 - Jun 2016
    Unit 20A Business Development Centre, Stafford Park 4, Telford, Tf3 3Ba
    View
  • Lloyds Banking Group
    Wealth Management Advisor
    Lloyds Banking Group Sep 2008 - Nov 2014
    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.
    View
  • Halifax
    Senior Personal Financial Adviser
    Halifax Jan 2000 - Sep 2008
    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.
    View
  • Halifax
    Personal Financial Adviser
    Halifax Aug 1997 - Jan 2000
    This role involved providing financial advice to clients around the areas of savings, investment planning, pensions and protection.
    View

Keith Croft Skills

Wealth Management Financial Services Financial Advisory Investments Pensions Financial Planning Inheritance Tax Planning Portfolio Management Banking Relationship Management Risk Management Wealth Retirement Planning Pension Funds Protection Retail Banking Investment Advisory

Keith Croft Education Details

  • Blessed William Howard High School
    Blessed William Howard High School

Frequently Asked Questions about Keith Croft

What company does Keith Croft work for?

Keith Croft works for Croft And Oakes Chartered Financial Planners

What is Keith Croft's role at the current company?

Keith Croft's current role is Chartered Financial Planner at Croft and Oakes Financial Planners Limited.

What is Keith Croft's email address?

Keith Croft's email address is ke****@****p.co.uk

What is Keith Croft's direct phone number?

Keith Croft's direct phone number is +4478150*****

What schools did Keith Croft attend?

Keith Croft attended Blessed William Howard High School.

What skills is Keith Croft known for?

Keith Croft has skills like Wealth Management, Financial Services, Financial Advisory, Investments, Pensions, Financial Planning, Inheritance Tax Planning, Portfolio Management, Banking, Relationship Management, Risk Management, Wealth.

Who are Keith Croft's colleagues?

Keith Croft's colleagues are Marie Yeo Chartered Mcipd, Jessica Shukie, Verity Corbett Dip Pfs.

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