Jessica Shukie

Jessica Shukie

Croft & Oakes Chartered Financial Planners

Minimum savings/pensions: Over £50,000

0330 038 8938
Based in Telford
View location

Top Rated 2025
Verified since: November, 2022

4.8 out of 5

55 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 24 March 2025

    Jessica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jessica's status

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Jessica has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 26

    Qualifications Uploaded

    26 qualification certificates available to view

    Jessica has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jessica has provided information on their typical fees

    Jessica has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 21

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jessica

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jessica (based on 21 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 24 March 2025

    Jessica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jessica's status

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Jessica has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 26

    Qualifications Uploaded

    26 qualification certificates available to view

    Jessica has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jessica has provided information on their typical fees

    Jessica has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 21

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jessica

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jessica (based on 21 first impressions)

I have been a financial adviser since 2011, having previously worked with private and public pension funds on improving their member engagement. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I received my Charter from the Chartered Insurance Institute in 2020 after putting the pandemic lockdowns to good use! My client base is very diverse, ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility getting to know so much about a client’s private affairs, whilst helping them to achieve a more solid financial footing. My spare time tends to revolve around my two sons’ love of football and my love of the great outdoors. I believe passionately about improving the financial knowledge of our young minds so that they can have a more secure financial future, which is why in the past I have volunteered as an Education Champion for the Personal Finance Society.

Offers available through VouchedFor

Contact Jessica through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jessica's clients

Based on responses provided by clients who have reviewed this adviser

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