Verity Corbett Dip PFS - Independent Financial Planner.

27/10/2026

I need your help please.

Hope House Prize Draw.

I’m organising a prize draw for Hope House and their Quality moments matter. In this any amount raised is match funded and doubled my a number of local businesses.

Myself and Croft and Oakes Chartered Financial Planners Limited did it last year and raised over £2000 which was doubled to over £4000.

I need some good prizes, last year I had things like a hamper, a facial for two, a visit to Weston park, a Sunday dinner for two at a lovely local pub and lots more

I wondered if you had any of my lovely connections had contacts or could donate any prizes please so we can try and raise as much if not more this year as we did last year.

Thank you so much in advance.

Verity.

Help us raise £500,000 in 36 hours so that we can make quality moments matter for local children Donate Today

27/10/2026

The anticipation for us is real too. Not long to wait now, if you need advice after please do get in touch.

Tomorrow’s Budget. We’re here to help.

We don’t know what tomorrow’s Budget will bring, any more than you do.

But understanding what it means for you is where we come in.

At Croft & Oakes, we make it a priority to understand the detail of the Budget and its implications as quickly as possible, so we can help our clients navigate any changes and understand what they might mean for their financial plans.

There’s no need to make knee-jerk decisions or feel you have to work it all out alone. Sometimes, a conversation and a little clarity are all you need.

Whatever tomorrow brings, remember that we’re here to help you make sense of it, understand your options and feel confident about your next steps.

If you have questions or concerns following the Budget, please get in touch. We will do our best to help.

📞 01952 897377
✉️ [email protected]

21/10/2026

🥧 My first mince pie of the Autumn… and a lesson about money!

I love mince pies, but I have this strange habit of trying not to eat them until at least mid-November.

Today, while explaining this to colleagues, I suddenly thought… WHY?! 😂

If I’m going to have a treat anyway, why not choose something I love?

It got me thinking about how often we do the same with our money.

💷 “It’s what I’ve always done.”
💷 “It’s what my neighbour does.”
💷 “It’s what I’ve always been told is best.”

But is it actually right for you?

Our circumstances, priorities and goals are all different. What works for someone else might not work for you, and sometimes our habits can stop us from making the most of what we have.

As a financial planner, I help people question those assumptions and create a personalised plan designed around what matters most to them.

Your money should work for your life, not just follow the habits you’ve always had.

So, are you waiting until November for your mince pies, or is it time to rethink how you manage your money? 😉

Croft and Oakes Chartered Financial Planners Limited

15/10/2026

What a fun, interesting and incredibly insightful and thought provoking day.

This was my first visit to a PFS roadshow held for Autumn 2026 in Shropshire and it didn’t disappoint. It was lovely also to attend with two Croft and Oakes Financial Planners Ltd. colleagues Marc Derbyshire and Jessica Shukie.

I thought there was a great mix of presentations which looked at different aspects of financial planning.

I have to say Dan Södergren’s presentation in AI, really got us thinking both about some of the positive impacts it can have but also some of the things we need to be cautious of and consider.

In an early talk I was a little taken back when one of the presenters knew my name, and then after when I asked how, it was lovely that he’d remembered me from the Plannex® conference wed both been at in June 2024 when I was lucky to win an award.

14/10/2026

This morning I was Beaker from the Muppets for a little while.

I was asked to play a role in the Education slot at one of my networking groups Shropshire Business Growth Group -SBGG which focused on stress and the effect it can have on us.

As a financial planner it is important to be able to be serious and to create robust and well thought through plans. We also often have to have discussions with clients about sensitive issues they may have faced ensuring they feel supported and listened to.

But when it’s appropriate to the circumstances it’s good to have a bit of a laugh and not be too serious.

I hope I have the right mix of both, this morning was fun as it made people chuckle and smile, I hope it does for you to while reading this post.

If you’d like someone who has a good mix of when a serious, sensible demeanor is needed while also being able to have a lighter side too, then let me know and I’ll see how I can help you.

Call: 07519750099
Email: [email protected].

Croft and Oakes Chartered Financial Planners Limited

10/10/2026

I couldn’t let today pass without recognising World Mental Health Day 2026.

It actually also falls on my birthday and I’ve been reflecting both on the importance of mental health generally as well as my own year.

I feel very fortunate to say that currently I feel very lucky and happy with so many aspects of my life, I have so much to be grateful for and so much to look for and to but my mental health hasn’t always been so good.

Those of you who know my story about leaving teaching and starting this new wonderful career where I get to make a positive difference peoples lives will know by the time I left teaching I was not coping so well and probably should have changed things sooner.

Over the last week and today while celebrating my birthday visiting Chester Zoo with my family I’ve been intentionally wearing green.

If you’re having a hard time or feel overwhelmed and unsure of the path you are on then please talk to people and try to believe you can make a change one step and a time.

03/10/2026

Big enough to cope, Small enough to care!

One of our team used this phrase to describe why, in their opinion we are the perfect size for a financial planning company to be perfectly placed to give excellent care to our clients.

We have enough financial planners and team members to ensure that even if the person you usually deal with is unavailable, then someone else can step in to help you.

BUT equally our clients are not just a number in a spreadsheet, we are a small enough company for you to have continuity of office staff and contact, without waiting on hold for ages. For example, when you call the office it is answered by one of our small but carefully chosen admin team, not an AI bot or big switchboard in sight!

Here is a lovely photo of one of our brilliant admin Team Laura.

If you’d like help with your finances where you feel like you’re a lot more than just a number but also that you have confidence there is a back up if your usual person is unavailable then please get in touch.

Call 01952 897 377
Email [email protected].

Verity Corbett Dip PFS - Independent Financial Planner.

02/10/2026

‘Ladies who lunch for good’

It was a pleasure to be invited to this brilliant afternoon hosted by Community Resource today at the beautiful The Wroxeter Hotel.

Hanna Clarke told me about this excellent concept a few weeks ago and sent me an invite and I was keen to go.

The beautifully decorated tepee, excellent food and even better company all added to the afternoon.

A highlight had to be the guest speaker Deborah Mitchell who talked so honestly and frankly about some of the highs and lows of her incredible journey to where she is today.

Most importantly we raised money for their great charity that is committed to making life better for people and communities facing challenges in Shropshire, Telford & Wrekin.

If you haven’t heard of the charity Community Resource, I’d highly recommend you take time to read about the great things it does.

https://community-resource.org.uk

Verity Corbett

29/09/2026

Why are you still saving?

This is a conversation I have with some clients, definitely not all.

Sometimes, you reach a point where you’ve done the hard work. You’ve accumulated enough wealth and it’s time to start using it to enjoy the things you’ve worked so hard for.

But moving from saving and accumulating to spending and enjoying can be surprisingly difficult.

That’s where financial planning can help.

Using cash flow modelling, investment analysis and regular reviews, we can help you understand what you can afford to spend, adjust your plan as life changes and give you confidence to enjoy your money when appropriate.

Of course, leaving money to loved ones can be an important part of your plan. But that shouldn’t necessarily come at the expense of enjoying your money now.

If you’re unsure whether you can confidently start the decumulation phase, get in touch and we can look at it together.

📧 [email protected]
📞 07519 750099

The value of investments can fall as well as rise, and you may get back less than you invest. The information provided is for general information purposes and does not constitute personal financial advice. Whether you can afford to spend your money will depend on your individual circumstances and financial plan.