Keith Croft

Experience

• 

  Halifax

  Aug 1997 - Sept 2008

  As a senior PFA I had a dual role, not only was I continuing to provide financial advice to clients (as described in the Personal Financial Adviser role below) but I also had responsibility for training new advisers and also providing support for the Area Manager in the supervision of the other advisers in the area. This role involved providing financial advice to clients around the areas of savings, investment planning, pensions and protection.

  • Senior Personal Financial Adviser

    Jan 2000 - Sept 2008

  • Personal Financial Adviser

    Aug 1997 - Jan 2000
• 

  Lloyds Banking Group

  Sept 2008 - Nov 2014

  Wealth Management Advisor

  This role involved working with both personal and corporate clients to provide individual, tailored financial advice. The role covered full holistic financial planning, however a large focus of the role was in the specialised areas of Inheritance Tax planning and pension transfers.

• 

  Derwent Financial Planning Llp

  Nov 2014 - Jun 2016

  Independent Chartered Financial Planner
• 

  Croft and Oakes Chartered Financial Planners

  Jan 2016 - now

  Chartered Financial Planner

  Independent Financial AdviceProviding holistic financial planning for both personal and corporate clients, including:- Pensions- Investments- Inheritance Tax/Estate Planning- Corporate Financial Planning