Simon Bartlett's Contact Details

Simon Bartlett's Company Details

Croft and Oakes Financial Planners Ltd.

Telford, England, United Kingdom • 5 Employees
Financial Services

Croft and Oakes helps clients make the best financial plans by demystifying the complex, drawing on the expertise of highly qualified and experienced independent advisers with a professional yet friendly approach.Founded in 2016, Croft and Oakes was built on the like minded approaches of Keith Croft and Chris Oakes. Our approach is to provide high quality, holistic and unbiased advice to clients in Shropshire and the surrounding areas.QualifiedIn the advisory team we are Chartered Financial Planners and highly experienced in helping clients achieve their needs. The support team ensures we deliver an excellent level of customer service.ExperiencedNot only do our advisers have the right pieces of paper, but they also have a practical knowledge and experience of financial services. Each adviser has at least 20 years' experience in the industry with some of the biggest banks and wealth management providers in the world.ExcellenceWe are professional in our approach and aren't afraid to deal with the complexities of our business. In fact, we specialise in these highly complex matters and are always seeking to better ourselves. This includes working with our clients throughout their lives as their needs change.