Croft & Oakes Financial Planners Limited
aka Croft & Oakes Financial Planners Limited
About
01952 897377 01691 897318 01743 816115 info@croftandoakes. uk Home About us + Meet the Team What makes us different. Services + Pensions Savings and Investments IHT Long-Term Care Wills Protection Mortgages Cash flow modelling Insights + News Guides Brochures Calculators Contact Us 01952 897377 01691 897318 01743 816115 info@croftandoakes.
Source: croftandoakes.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 731020
- Status
- Authorised
- Date Authorised
- 23 June 2016
- Years Authorised
- 9 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 09879146
- Company Status
- Active
- Incorporation Date
- 19 November 2015
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 November 2025
- SIC Codes
- 66290
Team (11)
Keith Michael Croft
ApprovedCertifiedChristopher Mark Oakes
ApprovedCertifiedGarry Owens
CertifiedJessica Anne Shukie
CertifiedMarc Anthony Derbyshire
CertifiedMaureen Anne Hoole
CertifiedVerity Louise Corbett
CertifiedNaomi Kirk
CertifiedAlex Nigel Bound
ApprovedCertifiedSimon Theodore Peter Bartlett
No longer requiredMarie Therese Francis Yeo
No longer required
Google Reviews
73 reviews on Google
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Quick Facts
- Telford, West Midlands
- 9 years FCA-authorised
- 14 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH 09879146
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.