Company Information

Get to know Croft and Oakes Financial Planners Ltd.

Established in 2009, Croft and Oakes Financial Planners Limited is a UK-based firm of Independent Financial Advisers authorized and regulated by the Financial Conduct Authority. The company's mission is to build long-term relationships with clients by providing holistic, impartial, and tailored financial advice. As an independent firm, they are not tied to any single provider, allowing them to recommend solutions from the entire market. Their core services include retirement planning, investment management, financial protection, and mortgage advice, aiming to help clients achieve their financial goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Croft and Oakes Financial Planners Ltd.

United Kingdom

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.