Croft & Oakes Chartered Financial Planners review
Ranked 2 of 10 in Tax advisers in Telford
Best for: retirement and inheritance-tax planning with a chartered Telford firm
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 Telford firm offering retirement and inheritance-tax planning inside a wider service of pensions, investments and wills [1]. What stands out is the double credential: FCA authorisation and Chartered status are both stated on the website of Croft & Oakes [1]. The company has been active since 2015 [2]. The firm serves Telford from Stafford Park, with email and phone contact stated [1].
The setting is Stafford Park in Telford, with email, phone and a contact form as the routes in [1]. Pensions, investments, protection, inheritance tax and wills sit in one service, which in our view suits someone who wants later-life planning handled in a single relationship rather than split across firms. Three phone numbers on the site suggest a practice that picks up.
Customer reviews are spotless, with Croft & Oakes holding five stars on Google [3]. What counts against it, in our view, is the bare pricing page: the site publishes no fee information and no insurance details, which leaves two gaps a cautious buyer will notice [1]. The company record, active since 2015, otherwise gives no cause for concern [2]. In our view it is the most credentialled route to retirement planning in this round. The double credential with a clean review sheet is a rare combination at this end of the table.
Our verdict
Our view: Croft & Oakes suits you if you want retirement and inheritance-tax planning from a chartered Telford firm with a strong review record [1] [3]. The company has been active since 2015 [2]. Against that, the site publishes no fee information and no insurance details, which leaves two gaps on the page [1].
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
- 69.4 / 100
Qualifications and accreditations C2 · weight 25%
85 out of 100
Financial Conduct Authority authorisation (reference 731020) and Chartered status are stated on the website [1].
First-hand responsiveness C3 · weight 15%
Insufficient evidence
Insufficient evidence
Insurance and safeguards C5 · weight 10%
Insufficient evidence
Insufficient evidence
Pricing transparency C6 · weight 5%
40 out of 100
No fees, charges or pricing statements are published [1].
Website and service information C7 · weight 5%
80 out of 100
The site sets out pensions, investment, protection, inheritance-tax and wills advice with phone, email and contact-form routes [1].
Evidence
| Fact | Value | Source | Read |
|---|---|---|---|
| Limited company since | 2015 | Source 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.
- Financial Conduct AuthoritySourcedchecked 4 September 2026. Reference FCA reference 731020.
- Chartered Financial PlannersSourcedchecked 4 September 2026
Strengths
Limitations
The site publishes no fees or charges and no insurance details [1].
Response from the business
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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 retirement planning: second in our Telford tax advisers table, five stars on Google, FCA authorised with Chartered status stated [1] [3]. The site shows no fees, so read the limitations first. Book the first meeting through the website contact form. The firm has been active since 2015, which steadies the picture.
Is Croft & Oakes FCA regulated?
FCA authorisation with reference 731020 and Chartered status are both stated on the firm's website [1]. Note the reference and check it on the FCA register, since anyone giving regulated advice must appear there. If the entry does not match the site, pause the enquiry until the firm explains why.
What does Croft & Oakes charge?
No fees or charges are published on the site [1]. That means your enquiry does the talking: describe the planning you need and ask for a written statement of fees. Confirm whether the first meeting is free before you agree anything. Ask whether the first meeting is free when you book, and get the answer with the fee statement.
Where does Croft & Oakes work?
The firm sits at Stafford Park in Telford and serves Telford clients [1]. If you are further out, send your postcode with the enquiry to confirm you are covered. Expect a reply through the site's contact routes, and ask about first-meeting fees. The Telford base suits the borough, and the contact form covers enquiries from further out.
How is Croft & Oakes ranked?
It ranks second of the ten tax advisers in our September round, our pick for retirement and inheritance-tax planning with a chartered firm. It publishes no fees, so weigh that gap yourself. Read the full review before the first meeting. The gap to the leader is narrow, and the planning brief is where it wins.
How do I get a quote from Croft & Oakes?
Book the first meeting through the website contact form or by phone, and describe the pensions, investments and protection work you want priced together [1]. Ask for the fee statement covering advice and any ongoing charge, and check the FCA details on the register before you agree anything. That statement is the price list the site does not publish.
How does Croft & Oakes compare with the others in this round?
It is our second place against Spotlight's broader tax menu: choose Croft and Oakes where the brief centres on retirement and passing on wealth, and Spotlight where company tax and VAT dominate. Against 8 Financial Planning and Pensionlite it offers the same planning brief with the strongest stated credentials. The shared gap is unpublished fees.
Others assessed for this trade
- Spotlight Accounting69.8 / 100Ranked 1. Best for full chartered tax menu with cover stated and monthly fees agreed upfront.
- HPL Accountancy68.1 / 100Ranked 3. Best for sole traders and small firms wanting remote accountancy with quick responses.
- Turas Accountants67.1 / 100Ranked 4. Best for small firms wanting an accountant-led team with tax qualifications.
- 8 Financial Planning66.6 / 100Ranked 5. Best for business owners planning retirement and passing on wealth.
Sources
- Croft & Oakes homepage — services, FCA status and contact Retrieved 4 September 2026.
- Companies House — CROFT & OAKES FINANCIAL PLANNERS LIMITED overview (09879146) Retrieved 4 September 2026.
- Google Maps listing — Croft & Oakes Chartered Financial Planners, Telford Retrieved 4 September 2026.
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