Cragside Financial Solutions
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This qualification provides candidates with the knowledge and skills required to undertake the activity of pension transfers when combined with an appropriate RDR compliant qualification.
Cragside Financial Solutions was founded by John Gilfillan to provide quality financial advice at a sensible & transparent price. John has over 20 years of financial services experience having first entered the industry in 1994.
Operating in both Surrey and London, we provide financial advice to individuals, businesses and charities.
We have a key focus on helping you to plan for a secure, comfortable, and fulfilling retirement. We work with clients both pre and post retirement, with expertise in the complex areas of Pensions, Investments & Protection. Our advice is tailored around your personal circumstances.
Subject to COVID-19 guidance, we can offer face-to-face advice in your own home or place of work, at a clearly defined cost. Alternatively, we can advise you by phone or video call.
Making the intolerable tolerable and demystifying the jargon
We can help you by:
• Carrying out a review of your existing pension arrangements and assess whether they are on track for the type of retirement you want
• Invest any spare cash in a tax efficient way and ensure available allowances are utilised
• Ensure a protection portfolio is in place to provide support at the time you most need it
Our advice is tailored around your personal circumstances and we will look to build a plan accordingly. We also offer regular reviews to ensure your financial plans remain on track and will refine and restructure them if necessary.
Our own long-term success is highly dependent on the success of our clients. We are nothing without them.
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Telephone
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Online (Live chat, video, email)
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Face to face
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