Craig Allan

Craig Allan

RetireInvest Limited

Minimum savings/pensions: Over £50,000

0330 038 8940
Based in Grantham
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Top Rated 2026
Verified since: February, 2025

4.9 out of 5

20 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 August 2026

    Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 15 June 2026

    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.

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About

I enjoy supporting clients understand their finances in a simple, effective and straightforward manner. I cover all aspects on financial planning helping with their retirement plans, growing your investments and protecting what is most important. I have spent over 10 years in the financial industry across Lincolnshire & Nottinghamshire covering a wide variety of financial needs for my clients, the majority of this time was spent as a Branch Manager at Nationwide Building Society and I pride myself on helping you understand and prioritise your financial goals & objectives and build a plan to ensure your future plans can be achieved. You will often find me spending time with my family, including spending my weekend volunteering as a football coach, around this I follow football both locally and across Europe. Around this you will often find me on the golf course too! I am able to help clients at a time suitable to them, ensuring they are well looked after and feel confident with their future financial wellbeing.