0330 038 8940
Based in Cramlington
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FCA Regulated
Last checked: 14 March 2025
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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Recent Client Reviews
Verified reviews: 100%
Craig has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 17 December 2024
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Verified reviews: 100%
Craig has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 17 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Craig has not yet added their qualifications to their profile
Transparent Fees
Craig has provided information on their typical fees
Craig has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Following my degree from the University of Leeds [BA (Hons)] in 2014, I started my career in Financial Services and focus on providing an unrivalled service. I deliver personally tailored advice for individual and business clients. My aim is to build long term relationships with clients and to meet their financial needs throughout their life stages. This is achieved in the following way: - Understanding their personal goals and circumstances - Analysing relevant information - Designing and implementing an appropriate strategy - Regular reviews Integrated Financial Solutions For You is a business built around helping clients and their families meet their financial goals throughout their lifetime. To help clients with their financial journey we have a team of experienced financial advisers who are qualified to assist clients in every aspect of their financial planning . This includes tax efficient Investment and Retirement Planning, Inheritance Tax Planning, Estate Planning as well as other areas such as organising clients Mortgage and Protection needs. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
£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 Craig's clients
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Adviser Disclaimer
Integrated Financial Solutions For You Ltd is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Openwork Limited, Openwork Market Solutions Limited, Omnis Investments Limited and Openwork Wealth Services Limited are separate companies within the Openwork Group. Openwork Market Solutions Limited is a company registered in England and Wales with a company registration number of 0379465. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB. Openwork Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 04399725. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB. Omnis Investments Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 06582314. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB. Openwork Wealth Services Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 10266077. Registered office: Washington House, Lydiard Fields, Swindon, SN5 8UB.