Facebook - Shropshire Business Twitter - Shropshire Business LinkedIn - Shropshire Business
https://www.salopleisure.co.uk

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

Huge demand for business units

Small office and workshop spaces prove popular

29th July 2020

Fingers crossed for financial expert

Chartered Financial Planner could achieve an industry first

21st October 2020

Firm rounds off epic year with global award

Chartered financial planners celebrate prestigious title

10th December 2020

New opportunities for students in Telford

College opens satellite site for students with special educational needs

2nd October 2020

Free advice for flood hit businesses

Accountants offer support for firms facing difficult trading conditions

3rd February 2021

Food experts set to grow

New overseas markets are targets after pandemic

24th September 2020

Business expertise available online

Growth Hubs move seminars and workshops

20th May 2020

Finance is key to smooth transition

Businesses urged to make sure their finances are in best possible shape

15th May 2020

Major investment for EvaStore

Oswestry company unveils final stage of expansion

18th August 2020

Head of new business appointed

Law firm creates strategic role to drive growth

12th February 2021

Rose joins the Henshalls team

New operations manager appointed by insurance broker

23rd June 2021

Future in focus in Shrewsbury

Big Town Plan Festival on the way

8th January 2021

Protolabs grows 3D printing capability

£10.5million European investment to meet growing demand

10th June 2020

Arts and crafts enthusiasts join forces

New retail business brings people together

7th June 2021

Businesses adapt to life under lockdown

Experts say some clients have discovered new opportunities

30th April 2020