Verity Corbett Dip PFS - Independent Financial Planner.

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Verity Corbett Dip PFS - Independent Financial Planner. I am passionate about helping you to protect what is most important, to manage your finances and enable you to achieve your financial goals.

I provide peace of mind whilst building trusting relationships.

What a fun, interesting and incredibly insightful and thought provoking day. This was my first visit to a PFS roadshow h...
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.

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 o...
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

I couldn’t let today pass without recognising World Mental Health Day 2026. It actually also falls on my birthday and I’...
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.

‘Ladies who lunch for good’It was a pleasure to be invited to this brilliant afternoon hosted by Community Resource toda...
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

Why are you still saving?This is a conversation I have with some clients, definitely not all.Sometimes, you reach a poin...
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.

29/09/2026

Such an important thing to do.

Plan your hobbies, not just your money, in retirementRetirement planning isn’t just about having enough money.It’s also ...
26/09/2026

Plan your hobbies, not just your money, in retirement

Retirement planning isn’t just about having enough money.

It’s also about thinking about how you’re going to spend your time.

For years, retirement can feel like the finish line. No alarm clock, no Monday mornings and plenty of time to do all the things you’ve been putting off.

But the reality can sometimes feel different.

Work gives us routine, purpose, social interaction and a reason to get up each morning. Research suggests that the transition into retirement can affect our sense of purpose and wellbeing, particularly if we haven’t thought about what comes next.

That’s why I think it can be really helpful to start some of your retirement plans before you completely stop work.

Take up the hobby. Join the walking group. Volunteer. Travel. Spend more time with friends and family.

You might even discover that you don’t want to stop work completely and a phased transition suits you better.

Of course, the financial planning matters too. Knowing what you want your retirement to look like helps us work out what your money needs to do to support it.

So many of my clients love retirement, and I love helping them make the most of their money so they can enjoy it.

If you’d like help planning for or organising your money in retirement, please get in touch.

Verity Corbett Dip PFS
📧 [email protected]
📞 07519 750099

What to expect if you come to me as a new clientReaching out for financial advice can feel like a big step, so I always ...
20/09/2026

What to expect if you come to me as a new client

Reaching out for financial advice can feel like a big step, so I always aim to make the process as straightforward, relaxed and genuinely helpful as possible.

It usually starts with a quick phone call. This gives me a chance to understand a little about your situation and what you’re looking for support with. If I feel I can genuinely add value, we’ll arrange a free discovery meeting. If not, I’ll always be honest and where possible, I’ll connect you with another trusted professional, such as a solicitor or accountant, who may be better placed to help.

Before we meet, I’ll send you a welcome email with a few suggestions of things it might be useful to bring along. But don’t worry at all if you can’t find everything, that’s completely normal.

When we do meet, the conversation is very relaxed and friendly, and typically split into three parts:

• First, I’ll explain how we work and cover some key regulatory points so you understand the framework we operate within.
• Second, and most importantly, I’ll get to know you, your goals, your family, your lifestyle, and what really matters to you, alongside your current financial position. If you have a partner, we always try to include them so we can build a complete picture.
• Finally, I’ll summarise what I’ve heard, share some initial thoughts, and outline what I may need to explore in more detail to provide the right advice.

One of the most common things I hear afterwards is: “I was quite nervous beforehand, but actually I really enjoyed it.”

And that’s exactly how it should feel.

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Suite 7 Business Development Centre, Stafford Park 4
Telford
TF33BA

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