Verity Corbett Dip PFS - Independent Financial Planner.

31/05/2026

💫 Why I’m Not Your Average Financial Planner 💫

There are over 27,000 financial planners in the UK, but no two are exactly the same. Here are a few reasons why my clients often tell me I’m different:

1️⃣ Experience from a different path

Before becoming a Financial Planner, I spent 14 years as a maths teacher and Head of Department. That experience taught me how to explain complex subjects clearly, listen carefully, and help people make confident decisions.

2️⃣ A different perspective

Only around 16% of financial planners are female. I understand that financial decisions affect people in different ways and I aim to create an environment where everyone feels comfortable asking questions and getting involved in the planning process.

3️⃣ I know what it’s like to feel unsure about money

I haven’t always worked in financial services and there was a time when financial planning felt overwhelming to me too. That’s why I focus on making advice understandable, practical and free from unnecessary jargon.

4️⃣ Truly independent advice

I work for a Chartered Financial Planning firm and provide independent advice. That means I can recommend solutions based on what’s right for my clients, rather than being restricted to a limited range of products or providers.

5️⃣ I invest in my own learning

Financial planning is constantly evolving, so I believe learning should never stop. I’ve gone well beyond the minimum qualification requirements, passing all of my professional exams at the first attempt and achieving distinction-level results. Along the way, I’ve received awards from the Chartered Insurance Institute for outstanding exam performance and continue working towards Chartered status to ensure my knowledge remains current and my clients receive the best possible advice.

6️⃣ Real client feedback

I’m proud to be rated Excellent on VouchedFor, with reviews from clients who have trusted me to help them navigate important financial decisions and life transitions.

When you put all of that together, plus a genuine passion for helping people feel confident about their finances, it’s fair to say I’m not your average Financial Planner.

If you’re looking for someone who will take the time to understand what’s important to you, explain things clearly, and help you build a plan for the future, I’d love to have a conversation.

📅 Get in touch to arrange a free discovery meeting.

📞 07519750099
📧 [email protected]

28/05/2026

You can take a horse to water, but you can’t make it drink… 🐴💧

Earlier I caught this little moment of my horse happily drinking straight from the hosepipe, and it got me thinking about financial planning.

The information, guidance and opportunities to improve your finances are all out there, but nothing really changes until you decide to take action.

So many people put off reviewing pensions, investments, protection or inheritance tax planning because it feels complicated, overwhelming or something to deal with “later”. But often, the earlier you start making good decisions, the more options you give yourself in the future.

A good financial planner can help bring clarity, explain your choices in plain English and help you create a plan that actually fits your life and goals. But the most important step is being willing to engage with it in the first place.

Small actions taken consistently over time can make a huge difference.

If you’d like help with your finances please call 07519750099 or email [email protected].

27/05/2026

Saw this and it really resonated. I regularly see clients who wish they had got ‘onto the right train sooner’. If you have any doubt in your mind, why not have a meeting to check. It’s likely to be better than carrying on hoping you’ll get to your intended destination.

I can't remember where I saw this quote, but it struck a chord with me. I've hopped on the 'wrong train' more than once, and absolutely stayed on it even when my gut was telling me home was becoming more distant.

The more you drift from what you want, the harder it can feel to change course. But as my late Father always said "You can only work from where you are". And that is true of anything, so if you've been delaying that change of course, that action to take, that decision to make, this is your sign to get off that wrong train.

And if that wrong train includes tax, or accounting, you know where to find me (links are in my bio) for no judgement help ❤

21/05/2026

The power of a bit of planning and effort over the quick fix

This week my son had a special school day all about the Vikings, which meant going dressed as one for the day. The teacher encouraged parents to create costumes from things we already had at home rather than buying one and, if I’m honest, that filled me with a little fear because this sort of thing is definitely not my strength!

However, with a little planning, creativity and teamwork as a family (my husband was brilliant), we managed to come up with this homemade Viking outfit.

Now, is it the best costume ever? Definitely not. But did it create more fun, laughter and memories than a quick-fix Amazon version? Absolutely.

It also reminded me how often the best outcomes in life come from taking a little more time and making intentional decisions rather than looking for the quickest solution.

The same applies to financial planning. Building a strong financial future rarely comes from a quick fix. It comes from taking time to reflect on what you want from life, creating a plan that fits your goals and then staying accountable to it over time.

That is exactly what I help my clients do. I support them in understanding their finances, identifying any gaps in their planning and building a route towards the future they want, while adapting those plans as life changes along the way.

If you’d like help with your finances call 07519750099 or email [email protected]

20/05/2026

🥰 It is great to be part of a team who consistently have our clients at the centre of everything we do.

The Family Rule.

At Croft and Oakes we have a simple rule in the office.

Whenever we are working on a case where the solution is not immediately clear or obvious, we stop and ask ourselves one important question:

“What would we recommend to our own dearest family members?”

That question helps guide everything we do. It keeps our clients’ best interests firmly at the centre of every conversation, every recommendation, and every plan we create.

Financial planning is never just about numbers on a page. It is about people, families, futures, hopes, goals, and creating reassurance during life’s important moments.

We are here to help make our clients’ lives better by supporting them with their finances, giving them confidence that they are on the right path and helping them work towards the future they want to achieve.

The truth is, we treat our clients just like family, because you are incredibly important to us.

20/05/2026

“What’s in a year?”

Time is a very powerful thing.

These beautiful Lupins were grown from seeds by my son and I when he was little. Every year since, they return to delight us for a few precious months through the summer, standing tall as a reminder of how quickly time passes, but also how rewarding patience can be.

The natural cycle of the seasons is reflected in so much of life. We often find ourselves returning to the same points, the same values, and the same people and things that matter most to us.

Creating the right plan for yourselves, achieving the goals that are most important to you, and building a life you truly enjoy rarely happens overnight. Like these Lupins, it often takes time to grow and develop into what you hoped for. Then, once established, it needs a little ongoing care and attention to help keep you on the right path so you can continue to enjoy it year after year.

Financial planning is very much the same. Small steps taken consistently over time can grow into something far more meaningful than we first imagined. 🌸

If you’d like help cultivating your financial plan so it blooms, please reach out and I’ll do my best to support you.

Call 07519750099 or email [email protected].

18/05/2026

We had such a brilliant evening. If you haven’t looked recently at what Theatre Severn has on I’d highly recommend you spend a few minutes having a look.

18/05/2026

Love this video. Very proud to sponsor Theatre Severn.

08/05/2026

Positive Friday Post ✨

Ending the week feeling incredibly grateful after receiving 3 new 5⭐ Google reviews from clients.

What means the most to me is that each review talks about the care, support, and time I give to ensure clients feel informed, reassured, and confident about their choices as they work towards a better and brighter future.

For me, taking on a client comes with a real sense of responsibility. It is never just about putting a sticking plaster on the “now”. It is about building long-term relationships, truly getting to know people, understanding what matters most to them, and supporting them through all stages of life and financial planning.

Everyone’s journey is different, and I genuinely value the trust my clients place in me to walk that journey alongside them.

Thank you to everyone who continues to support me, recommend me, and trust me with such important parts of their lives. It really does mean a lot. 💙

Now to get ready for the weekend, I hope you all have a lovely few days planned, ours is going to include quite a lot of cricket, a rugby presentation and a little horse riding! ☺️

03/05/2026

I do this job to make a positive difference so receiving a thank you card like this means the world to me.

I can’t promise to wave a magic wand over every situation I find my clients in but I do promise to do my best to help them achieve the things they want and need. 🥰