Verity Corbett

Verity Corbett

Croft & Oakes Chartered Financial Planners

Verity's reviews

Reviewed for

Insurance and Protection ( 4 )

Pensions ( 12 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 7 )

Pension Transfers - Non Specialist ( 4 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 6 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 4 )

First impression

by a VouchedFor user

5 days ago

Overall

Please provide a brief comment about your experience with Verity

Verity was very helpful and offered lots of advice. I would recommend her and will definitely be using her in the future. Thank you so much for your advice and support!

Verity:

Hi, it was so lovely to spend time hearing all about your situation and needs both now and how you hope that will evolve in future. I look forward to continuing to work with you as and when you need my help.
Review

by a verified client in Shropshire

10 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking to make investments outside of my investments held in my Building Society funds with a long term view of making more money.

How has Verity Corbett helped you?

Verity has monitored my investments with Croft and Oakes over the last few years. At our yearly review she always explains the options available for me in relation to my investments held. Verity explains these on a clear and concise manner and is always friendly and approachable .

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Verity:

Hi Nick, thank you for taking the time to leave a review. It has been a pleasure helping you over the last few years.
First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Verity

Verity has helped me to make sense of my 4 pensions that go back over 20 years, what the best options are for them etc. I had absolutely no idea but how she explained things to me I feel so much better, and have a better understanding about how they work/will come into play when I retire, I can now also work towards my retirement planning - thank you so much Verity, I would highly recommend you to anybody seeking advice.

Verity:

Thank you so much for taking the time to leave me a review following our meeting. It was great to meet you and hear more about your particular circumstances and needs so I could advise you and make you feel more confident moving forward.
First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Verity

Verity was very professional but more importantly very easy to chat to about our future plans.

Verity:

Thank you very much for your review. I am looking forward to supporting you both moving forward.
Review

by a verified client in Shropshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on retirement as I am coming up to an age where I am considering this but wanted to check this was financially viable. After speaking with my sister who has used Verity recently I decided to seek her expertise.

How has Verity Corbett helped you?

Verity gave me clear and concise advice. She made me feel reassured and gave me a number of options to consider going forward.

Have you seen the outcome you were hoping for?

100%. I feel in control of my finances and my future. My meeting with Verity left me feeling reassured and confident.

What could they have done better?

Nothing.

Verity:

Thank you so much for this lovely review, it has been great getting to know you and ensuring you are aware of the options available to you ensuring you can have the best retirement possible.