Craig Allan

Craig Allan

RetireInvest Limited

Minimum savings/pensions: Any amount

0330 038 8940
Based in Grantham
View location

Verified since: February, 2025

4.7 out of 5

5 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 May 2025

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 February 2025

    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

    Fees not yet added

    Craig has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 May 2025

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 February 2025

    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

    Fees not yet added

    Craig has not yet added their fees to their profile

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 also enjoy supporting clients with their holistic mortgage needs. Buying their first home, moving home or securing your new mortgage rate, I am here to make this process as smooth and easy as possible. 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.

£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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