Established in 2009, Croft and Oakes Financial Planners Limited is a UK-based firm of Independent Financial Advisers authorized and regulated by the Financial Conduct Authority. The company's mission is to build long-term relationships with clients by providing holistic, impartial, and tailored financial advice. As an independent firm, they are not tied to any single provider, allowing them to recommend solutions from the entire market. Their core services include retirement planning, investment management, financial protection, and mortgage advice, aiming to help clients achieve their financial goals.

Founded in

United Kingdom