Telford RankedIndependent rankings of local services in Telford
Assessment · insurance brokers round insurance-brokers-2026-09

Croft & Oakes Chartered Financial Planners review

Ranked 5 of 10 in Insurance brokers in Telford

Best for: shropshire advice firm with a protection arm

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 and Oakes Chartered Financial Planners is a Telford advice firm covering pensions, savings, investments, protection, inheritance tax, wills and long-term care, with three published phone numbers and named advisers. That breadth suits anyone wanting one Shropshire firm for later-life planning end to end. Company number, complaints route and ombudsman details sit on its own site. Named advisers and three phone numbers keep the firm reachable.

Customer reviews are the deepest in this round, at five out of five across nearly a hundred Google reviews. FCA authorisation under a printed reference is stated on the firm's own site. It counts against Croft and Oakes that no advice fee, commission disclosure or VAT position is published, so costs only emerge during the advice journey.

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 Shropshire firm covering pensions, protection and later-life planning in one place. The Google review base is the deepest in this round and the authorisation footing is stated. It counts against it that costs only emerge during the advice journey, since no fee or commission terms are published.

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
65.6 / 100

Customer evidence C1 · weight 30%

72

Google 5 out of 5 from 95 reviews [3].

Qualifications and accreditations C2 · weight 25%

70

Financial Conduct Authority authorisation is listed on the business's own website [1].

First-hand responsiveness C3 · weight 15%

Insufficient evidence

Insufficient evidence

Trading history C4 · weight 10%

80

On the Companies House record since 2015 [2].

Insurance and safeguards C5 · weight 10%

Insufficient evidence

Insufficient evidence

Pricing transparency C6 · weight 5%

40

No advice fee, commission disclosure, free-quote statement or VAT position is published [1].

Website and service information C7 · weight 5%

80

The site sets out pensions, investment, protection, inheritance tax and long-term-care services, gives a Telford base with three phone numbers, email addresses and a contact form, and publishes a complaints route [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, investments, protection, inheritance tax, wills and long-term-care advice from one Telford firm with three published phone numbers and named advisers [1].

  • Customer evidence runs to 95 Google reviews at 5 out of 5, seen 4 September 2026, the highest Google count in this round [3].

  • The firm publishes its company number, registered office, complaints route and Financial Ombudsman Service details on its own site [1].

Limitations

  • No advice fee or VAT position is published, and no insurance details appear on the site [1].

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 and Oakes any good?

On the evidence, yes for later-life planning in one place: it sits fifth in our Telford insurance brokers table, with the round's deepest Google review base and pensions, protection and long-term care together. Read the full page and its sources. Ask how you pay before advice starts.

Is Croft and Oakes FCA registered?

Authorisation under a printed FCA reference is stated on the firm's own site, alongside Chartered status. Check the name and reference match on the FCA register before you share documents. Ask for the reference in writing with your illustration before you proceed.

What does Croft and Oakes charge?

No advice fee, commission disclosure or VAT position is published on the site, so the advice documents do the talking. Ask what the advice costs, when it falls due and whether VAT applies. Get the answers in writing before you proceed.

Where does Croft and Oakes work?

The firm works from Telford, serving Shropshire from its Stafford Park base with three published phone numbers. Send your postcode with the enquiry to confirm you are covered. Ask which adviser would handle your case, and take a contact name for the file.

How is Croft and Oakes ranked?

It ranks fifth of the ten brokers in our September round, carried by the deepest review base and clear contact routes. Unpublished costs hold it back. Read the full review, then compare its advice quote with one other firm before you decide.

Others assessed for this trade

  1. Paul Humphreys Credit Insurance Services66.9 / 100Ranked 1. Best for spotless reviews and a single-trade credit focus.
  2. Q Financial Services66.3 / 100Ranked 2. Best for wellington broker covering protection and commercial finance.
  3. Fiveways Insurance66.2 / 100Ranked 3. Best for newport broker for business and personal cover since 1967.
  4. Pensionlite65.9 / 100Ranked 4. Best for chartered advice house for protection alongside pensions.

Sources

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

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