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Financial planning company expands

A Shropshire financial planning company set up by former work colleagues has further expanded and appointed two new members of staff to cater for an increased demand for its independent services.

Keith Croft and Chris Oakes, run Croft & Oakes Chartered Financial Planners from offices in the Business Development Centre on Stafford Park in Telford, having originally launched the company in a small office on-site three years ago.

The latest experts to join the team are Simon Bartlett and Anne Columbine. Simon, from Admaston, has been appointed as compliance and development manager, and previously had senior roles within the RBS Group and Halifax.

Para-planner Anne will have specific responsibility for research and financial reports, having had over 30 years' experience with Legal & General and Santander.

Business partner Keith Croft said: “We are delighted to have Simon and Anne on board as the company steadily expands, as each of them brings a wealth of experience which will only serve to enhance the service we provide to our varied list of clients as we move forward."

Croft & Oakes provide advice on all financial matters including investments, succession planning, inheritance tax, tax planning and possible financial provision for future health or residential care.

Pictured: Chris Oakes and Keith Croft welcome Simon Bartlett and Anne Columbine to the Croft & Oakes offices at Telford

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