Craig Loney

About

As your Financial Planner, and with the support of the highly experienced team at Advanced Financial Planning, we do our utmost to provide you with the best quality dedicated service. I am a Chartered & Certified Financial Planner. The Level 7 Certified Financial Planner (CFP) designation is the gold standard in financial planning. Additionally I hold the Chartered Wealth Manager designation via CISI. This demonstrates a high skill level, commitment, and focus on putting client interests first and foremost. I provide holistic financial planning advice, to a wide variety of individual clients and businesses, with a strong focus on building long term client relationships and adding value. Each client's circumstances are unique, so advice must be tailored to provide the best solution for your individual needs. I joined the Financial Services industry in 2003 and have been providing financial advice since 2005. Areas of expertise: Retirement planning Investment planning Estate & Inheritance tax planning Cashflow Modelling Protection - Business and Personal Mortgage advice is available via my colleague Amanda Edwards who is also based in our office in Inverurie. 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. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Approved by The Openwork Partnership on 07/11/2023 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 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.