What do our clients say about us?

Craig was my brother's financial adviser for a number of years, and after his death following a short illness, Craig was excellent and helped his wife through the difficult time with her financial planning.
I then decided to use Craig for help with my personal pensions. He gave me excellent advice and there was no pressure. I have had a great experience with Craig and he made everything easy for me to understand. He is always there to help if I ever have any questions.



Being a long-time customer, I can’t emphasise enough how Craig offers exemplary service. He is always highly professional in approach and incredibly diligent in the work he does. Nothing is ever too much trouble and his honest and personable style installs great confidence. I recommend Craig without hesitation.


A huge thank you to Craig for all of his advice and help throughout our house purchase. He is always professional, efficient and nothing was too much trouble. We highly recommend him to others and wouldn’t hesitate to use his services again ourselves.

Miss GP & Mr PK

Craig provided invaluable and expert advice when applying for our mortgage and related products, and again upon our mortgage renewal. The whole process ran so smoothly and efficiently, we can't thank you enough for all your assistance and guidance. Thank you.

Mrs DG & Mr BG

Craig has helped us over the past few years with a mortgage when we moved house and also with pensions. We were so grateful when he sorted out the mortgage for our house move, he handled everything from start to finish so efficiently to ensure it all went smoothly. We have also received excellent advice with our pensions, Craig has helped us better plan for the future and provides regular reviews. I would definitely recommend Craig to anyone looking for a Financial Advisor, he’s such a pleasant person to work with.

Mrs LT & Mr MT