0330 038 8938
Based in Exeter
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: March, 2026
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's statusLast checked: 17 May 2026
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
21
Recent Client Reviews
Craig has received 21 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Craig has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.Last checked: 10 March 2026
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.
2
Qualifications Uploaded
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Craig has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowCraig 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
27
Positive First Impressions
81% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 27 first impressions)81% of users who are not yet clients had a positive first experience with Craig
81% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 27 first impressions)
About
Thank you for taking the time to look at my profile. I have broad base of experience and loyal long term relationships with clients who appreciate a trustworthy, uncomplicated, reliable financial planner and someone who can understand the importance of working towards their goals and financial aspirations . We aim to be a company who makes clients feel valued and listened to in their dealings with us. Westminster Wealth Management is one of the largest Chartered Financial Planning firms in the UK. Many of my existing referrals come from people making decisions about retirement or constructing investment portfolios and looking to preserve their wealth. Westminster's core theme is ‘expertise, fairly priced’ and we have a first rate investment proposition. We can also use cash flow planning to help thrash out those difficult decisions or simply put your mind at rest about your planning so far. Feel free to pick up the phone for an initial discussion, you'll find me easy to talk to and enthusiastic about helping you meet your objectives.
