Croft & Oakes Chartered Financial Planners - Telford

Michael Bachelor

I would like to express my thanks and gratitude to all the team at Croft and Oakes with a special mention to Keith Croft Verity Corbett and Ian Holmes who have provided excellent customer service. Verity has recently provided sound financial advice guidance and support on Investments i have developed a good and trusting relationship a comfortable and confident experience working with Verity .
The process dealing with some of the pension companies seemed long and frustrating at times but verity was very professional at all times chasing and liaising with the pension people but importantly communicating with me with regular updates, i would not hesitate to very strongly recommend Verity to anyone she did what she said she would do in fact a close friend will use her services in the future wishing you all the very best for the future well done.

Simon Wilson

Recently had a financial review with Chris Oakes. He always offers great advice with a very down to earth realistic attitude. We have had Chris advising us about our finances for over 15 years and trust his advice completely. We even advised a friend to go with Chris for advice about his finances when he retired, which shows how much we trust his work. Chris is always quick to respond if ever there are any questions. We have been extremely happy with the advice Chris has given us over the years and I’m sure that will continue as we call on his advice heading into retirement. A very professional service every time.

Michelle Dear

My husband and I reached out to Verity following a recommendation from our daughter who knew Verity through her professional circles.
From our first meeting, we knew Verity would provide us with an expert service. She is extremely knowledgeable, talked us through all our options and ensured we were kept well informed throughout the process.
She is a very pleasant person and we feel reassured knowing she is dealing with our financial affairs.
Thank you so much for your help.

Nicola Edwards

I’ve always been aware that I needed to pay attention to pensions and make plans for life events and retirement, but like many, I buried my head in the sand, partly because I didn’t fully understand the ins and outs. When I first booked my appointment with Verity Corbett at Croft and Oaks, I wasn’t expecting much and thought there wouldn’t be too much that could change or improve my situation.

However, I was pleasantly surprised. Even in the initial free consultation, which was incredibly thorough, Verity helped me see the importance of planning for the future. She worked with me to consolidate my pensions and introduced me to other strategies that I hadn’t even thought about before.

The session really made me realise how crucial it is to spend time on financial planning, especially when it comes to something as important as retirement. Thanks to Verity, I now have a solid plan in place for my future and my assets, which gives me a great sense of reassurance.

If you’re looking for a financial planner who is knowledgeable, patient, and truly invested in your financial wellbeing, I highly recommend Verity Corbett.

Gill Kelly

Very helpful, personal and responsive service from Verity. I have had consistently good service from all of the Croft and Oakes team for several years. Verity maintains the standard

Stephen Cooper

I used this company as I needed advice drawing my pension. I found them very thorough and efficient, particularly Verity Corbett with whom I dealt, I would highly recommend them and Verity.

Tracey Carter

I had an initial appointment with Keith to work out the complexities of my pension and work out a forecast for my upcoming retirement. Everything was explained well and I left with peace of mind. Excellent advice, great company. Would definitely recommend.

Yvonne Mitchell

Verity Corbett has just undertaken my financial review. She was efficient, friendly and I am delighted to be working with her.