New financial planning firm launched ...

 

Financial planners launch new firm …

Two former colleagues with decades of experience in the banking world have teamed up to create a new company in Shropshire and offer independent financial advice both commercially and for individuals throughout the county and surrounding regions.

Keith Croft, of Muxton, Telford, and Chris Oakes, of Ryton-X1-Towns, near Baschurch, have this month launched Croft & Oakes Chartered Financial Planners from offices in the Business Development Centre on Stafford Park in Telford.

Both men enjoyed many years working in the corporate and personal wealth industry for names such as Halifax, Bank of Scotland and Lloyds Bank, before leaving to set up their own venture.

Chris commented: “We are really looking forward to the exciting challenge of building this new company and already have a client base of around 150 people covering the whole of Shropshire, together with areas of the North West, Mid Wales and Midlands.

“This is a very highly regulated industry and we are both fortunate to have extensively qualified backgrounds, being Fellows of the PFS (Personal Finance Society) and acting as examiners for the Chartered Insurance Institute, which also covers financial services.

“Pensions are a really hot topic at the moment with many new rules and changes, so we are well placed to assist people with totally independent advice on all of their options, together with providing information on tax planning, investments and succession planning for businesses.

“Other areas that have created a great deal of interest from our clients is inheritance tax and the possible provision for future health or residential care as we both have relevant experience in these delicate matters.”

Keith, added: “Being a new company, we are delighted to become the latest member of the Shropshire Chamber of Commerce and we are looking forward to meeting and working with a wide variety of businesses from across the county.”

Croft & Oakes Financial Planners can be contacted on 01952 897377

PICTURED:  Chris Oakes (LEFT) and Keith Croft, at Telford.

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