Telford RankedIndependent rankings of local services in Telford
Assessment · financial advisers round financial-advisers-2026-09

Croft & Oakes Chartered Financial Planners review

Ranked 3 of 10 in Financial advisers in Telford

Best for: chartered planners for pensions and investment advice

Active

Trading as Croft & Oakes Financial Planners Limited · Suite 7, Business Development Centre, Stafford Park 4, Telford, Shropshire, TF3 3BA · Service area: Telford

Croft & Oakes Chartered Financial Planners in short

Croft & Oakes Chartered Financial Planners is a Stafford Park firm authorised directly, with its register reference stated on its own site. It covers pensions, savings and investments, protection, long-term care and wills, with cash-flow modelling and guides on the site. In our view the named Chartered advisers with direct email addresses make Croft & Oakes a strong pick for readers wanting pensions and investments in one place.

Customer reviews are the deepest in this round, holding five out of five on Google. The company record runs back over a decade. The site also publishes plain-English guides, which suit readers still learning the basics. What counts against it is unpublished fees: the cost of advice only emerges when you enquire.

Croft & Oakes Chartered Financial Planners reviews and ratings on other sites

Every public rating we hold for Croft & Oakes Chartered Financial Planners, with the source, scale, count and the date we read it. These are customers' ratings, not ours.
SourceRatingReviewsRead on
Google5.0 out of 595

Our verdict

Our judgement: Croft & Oakes suits you if you want a directly authorised Telford firm covering pensions, investments and protection in one place. The Google record runs to 95 reviews at 5 out of 5, and Chartered status sits behind the named advisers. It counts against it that no fee information is published, so the cost of advice only emerges when you enquire.

Score summary

Scored on the home trades rubric v2.0. Insufficient evidence takes the neutral value and is not shown as a low mark.

Composite score
69.6 / 100

Customer evidence C1 · weight 30%

72

Google 5 out of 5 from 95 reviews [4].

Qualifications and accreditations C2 · weight 25%

85

Financial Conduct Authority authorisation is listed on the business's own website [1]. Chartered Financial Planner status is listed on the about page [2].

First-hand responsiveness C3 · weight 15%

Insufficient evidence

Insufficient evidence

Trading history C4 · weight 10%

80

On the Companies House record since 2015 [3].

Insurance and safeguards C5 · weight 10%

Insufficient evidence

Insufficient evidence

Pricing transparency C6 · weight 5%

40

No advice fee, fee scale or VAT position is published [1].

Website and service information C7 · weight 5%

85

The site sets out pensions, investment, protection, long-term care and wills services [1], names the adviser team with direct contacts [2], and publishes guides, brochures and calculators [1].

Evidence

Every fact held for this provider, with its source and check date.
FactValueSourceRead
Limited company since2015Source companies-house

Industry qualifications

Sourced from the issuing registers, the business's own website and platforms such as Checkatrade and Which? Trusted Traders, on the date shown.

Strengths

  • You get pensions, savings and investments, protection, long-term care and wills from one Stafford Park firm, with cash-flow modelling and guides on the site [1].

  • Customer evidence runs deep: 5 out of 5 from 95 Google reviews, seen 4 September 2026 [4].

  • The named advisers hold Chartered Financial Planner status, and the about page lists the team with direct email addresses [2].

Limitations

  • No fees, fee scale or VAT position are published [1].

  • No insurance details are published [1] [2].

Response from the business

This business has not sent a response yet. Any response they send will appear here.

Verified customer reviews

Reviews from customers who showed us their invoice.

No verified reviews yet for this business.

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Questions about Croft & Oakes Chartered Financial Planners

Is Croft & Oakes any good?

On the evidence, yes for all-round planning: it ranks third in our Telford table, holds the deepest review record in the round, and names Chartered advisers. The gap is unpublished fees. Read the full review, then contact a named adviser directly with your circumstances outlined.

Is Croft & Oakes FCA authorised?

Direct authorisation is stated on the firm's own site with its register reference, and Chartered Financial Planner status is stated on the about page [1] [2]. The register pages could not be searched directly. Check the reference on the FCA register yourself before sharing personal details.

What does Croft & Oakes charge?

No advice fee, fee scale or VAT position is published [1]. Costs emerge only when you enquire, which makes comparison harder than with fee-publishing rivals. Ask for the full fee picture in pounds at first contact, including ongoing review charges, before proceeding.

Where does Croft & Oakes work?

The firm works from Stafford Park in Telford and lists several phone numbers, email addresses and a contact route [1]. Readers across Telford sit inside its patch. Send your postcode with your enquiry to confirm arrangements and the best contact for your needs.

How is Croft & Oakes ranked?

It ranks third of the ten financial advisers in our September round, picked for chartered pensions and investment advice. Review depth and direct authorisation carry it, with unpublished fees the gap. Read the full review, then compare its scope with one fee-publishing firm.

Others assessed for this trade

  1. CD Financial72.4 / 100Ranked 1. Best for clearest published fees with Shifnal face-to-face advice.
  2. Pensionlite69.7 / 100Ranked 2. Best for chartered pension transfer and retirement specialists.
  3. Paul Humphreys Credit Insurance Services69.6 / 100Ranked 4. Best for trade credit insurance for UK businesses.
  4. Dwello Mortgages69.4 / 100Ranked 5. Best for appointment-only mortgage advice with stated fees.

Sources

  1. Croft & Oakes homepage — services, authorisation and contact Retrieved 4 September 2026.
  2. Croft & Oakes about page — team and Chartered status Retrieved 4 September 2026.
  3. Companies House — CROFT & OAKES FINANCIAL PLANNERS LIMITED overview (09879146) Retrieved 4 September 2026.
  4. Google Maps listing — Croft & Oakes Chartered Financial Planners, Telford Retrieved 4 September 2026.

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