Craig's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 17 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 12 )
Auto Enrolment ( 1 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Craig Crawford helped you?
Craig gave invaluable advise regards consolidating work pensions, taking into account our views and attitudes - and set up a retirement plan based on our needs. Tax & Inheritance planning - Craig has assisted with tax matters on our incomes and savings and made us aware off the impact of inheritance tax. Craig has also encouraged us to plan our future needs such as writing a will and applying for POA.
Have you seen the outcome you were hoping for?
Yes Craig clearly explains options available and helps to find best investment arrangements to suit our needs. We're very pleased with outcomes
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was through a work scheme.
How has Craig Crawford helped you?
Made me understand things in a clear way and guided me well
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing to date. Going well
Review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mid-life planning & financial recalibration
How has Craig Crawford helped you?
Craig has helped pulled multiple areas together to get my finances working better for me & get a long term plan in place. Craig has taken the time to go through everything in great detail & is very proactive in checking in with his clients.
Have you seen the outcome you were hoping for?
She far yes
Review
by a verified client in Hertfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To sort out and get advice on pensions.
How has Craig Crawford helped you?
He has organised our pensions for future retirement. Given sound advice on various financial matters. Very accommodating and efficient. Always available either by phone or in person.
Have you seen the outcome you were hoping for?
Yes. It's made very clear and easy to follow once up and running.
What could they have done better?
Nothing
Review
by a verified client in Bedfordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I was coming up to retirement from work.
How has Craig Crawford helped you?
Craig took over as my adviser and quickly got to know me, my circumstances and what I wanted from my investments. He moved my funds to a new product in 2023 and over the past year it has grown by 18%.
Have you seen the outcome you were hoping for?
Yes definite, see above.
What could they have done better?
Nothing.