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

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].

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].

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 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

Customer evidence C1 · weight 30%

72

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

Qualifications and accreditations C2 · weight 25%

85

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

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 fees, charges or pricing statements are published [1].

Website and service information C7 · weight 5%

80

The site sets out pensions, investment, protection, inheritance-tax and wills advice with phone, email and contact-form routes [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

  • The review record is strong: 5 out of 5 from 95 Google reviews, seen 4 September 2026 [3].

  • FCA authorisation under reference 731020 and Chartered status are both stated on the website [1].

  • Inheritance-tax advice sits inside a wider planning service with pensions, investments and wills [1].

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.

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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.

Is Croft & Oakes FCA regulated?

FCA authorisation and Chartered status are both stated on the firm's website [1]. No reference number is printed on the pages checked, so ask for the details at the first meeting. Check them on the FCA register before you agree advice.

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.

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.

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.

Others assessed for this trade

  1. Spotlight Accounting69.8 / 100Ranked 1. Best for full chartered tax menu with cover stated and monthly fees agreed upfront.
  2. HPL Accountancy68.1 / 100Ranked 3. Best for sole traders and small firms wanting remote accountancy with quick responses.
  3. Turas Accountants67.1 / 100Ranked 4. Best for small firms wanting an accountant-led team with tax qualifications.
  4. 8 Financial Planning66.6 / 100Ranked 5. Best for business owners planning retirement and passing on wealth.

Sources

  1. Croft & Oakes homepage — services, FCA status 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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