Croft & Oakes Chartered Financial Planners Financial Service in Telford

Reviews

1. Jane Crossett ★★★★★

   We would highly recommend Verity Corbett, on our first meeting Verity made us feel at ease and it soon came apparent that she is very knowledgeably in what she does. Verity helped us with our pensions and made sure we understood by explaining every think in simple terms we would definitely recommend Verity as we came away feeling very confident about our financial future

   almost 7 months ago
2. Mia Henshae ★★★★★

   We met Verity Corbett and she is outstanding in her knowledge! We wanted advice about retirement, she made us feel so welcome and explained things simply and clearly. We left with a plan and when we are getting to retirement age we will be back in touch with Verity to maximise our finances. She made us feel at ease and did not push for us to take out any plans with her, she simply told us facts, I have already recommended her to my friends and feel confident that she will give the same level of service to every client, 5* from us!

   almost 8 months ago
3. Wayne Paris ★★★★★

   I was recommended to Croft & Oakes by a family member who has been in the finance business for many years but is now retired. I needed help with a private pension and had been shopping around for some time but had been unable to find anybody that was able to help with my unique circumstances. I contacted Croft & Oakes who initially listened to my basic requirements and I immediately felt reassured. They arranged a meeting for me with Verity Corbet who was very knowledgeable and well prepared. She listened and I felt understood and offered to help with my situation, which I found very reassuring. I am now feeling much more confident about my financial situation, and its nice to know that Croft & Oaks and Verity will look after me, and be there to call on when needed. Wayne

   almost 8 months ago

1. Work ★★★★★

   I wouldn't hesitate to recommend Croft & Oakes for financial advice, and especially Verity Corbett. My husband and I have been meaning to invest for our future but literally had no idea where to start, and quite frankly find all things financial quite confusing! We had no need to worry as Verity explained everything to us in detail but in a very easy to understand way. She has been thorough, professional but friendly, and we now know we are making the right choices for us and for our retirement. Excellent advice and an excellent service. Can't thank you enough Verity! Joy & Anthony.

   almost 8 months ago
2. Alan Walker ★★★★★

   I have been with Croft and Oakes now for Seven years. I have all times received excellent advice in a professional manner. My first contact was with Keith, then Simon and now Verity. I had my last review with Verity recently where I found she had obviously prepared thoroughly for the meeting that she presented in professional but personal manner. I feel that Keith has recruited excellent professionals who carry his style of business DNA whilst allowing their individual personalities to come through.

   almost 10 months ago
3. Dave Heathcote ★★★★★

   Excellent service. I have been with the company for about 5 years. They assisted me initially when I inherited money from my mother's estate and have more recently assisted me with pension plan since I finished work. Helpful and friendly service at every opportunity.

   almost 3 years ago

1. Helen Gerrard ★★★★★

   Chris has been fantastic in helping us to understand how best to manage our financials and particularly our pension options. He listens carefully and always provides sound and honest advice.

   almost 3 years ago
2. Graeme Fountain ★★★★★

   In the course of my business I have had many professional dealings with Croft and Oakes and their clients and found them to be very pleasant and professional on all occasions. Yes, I would definitely recommend them.

   almost 3 years ago
3. Christina ★★★★★

   I am very pleased with the pension and investments advice I received from Keith recently. As someone with limited knowledge in financial planning, I was presented with different options and guided through to make informed decisions. I would highly recommend their services.

   almost 3 years ago

1. Steven Brady ★★★★★

   Christopher, Keith and the team were fantastic from start to finish helping both me and my dad with our financial affairs. Professional and knowledgeable throughout the whole process. Would recommend to anyone who is looking for a five star service.

   almost 3 years ago

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