0330 038 8938
Based in Exeter
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2021
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 status
Last checked: 17 April 2025
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
14
Recent Client Reviews
Craig has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 14 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: 04 March 2025
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.
Qualifications Uploaded
Craig has not yet added their qualifications to their profile
Qualifications not yet added
Craig has not yet added their qualifications to their profile
Transparent Fees
Craig has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
25
Positive First Impressions
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 25 first impressions)
84% of users who are not yet clients had a positive first experience with Craig
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 25 first impressions)
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 status
Last checked: 17 April 2025
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
14
Recent Client Reviews
Craig has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 14 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: 04 March 2025
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.
Qualifications Uploaded
Craig has not yet added their qualifications to their profile
Qualifications not yet added
Craig has not yet added their qualifications to their profile
Transparent Fees
Craig has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
25
Positive First Impressions
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 25 first impressions)
84% of users who are not yet clients had a positive first experience with Craig
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 25 first impressions)
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, managing in excess of £1.25Bn of client assets. 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. More recently we have developed additional options on investing with due care and attention to sustainability and the societal impact on your investment decisions. 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.
Offers available through VouchedFor
Contact Craig through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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