Cragside Financial Solutions

Independent Financial Adviser  Weybridge, SURREY, KT13 0JL
First meeting at adviser's own cost
Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.8/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr John Gilfillan
Financial Advisor

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.

About us

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.

Our services

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.

Where to find us
Head office address: Weybridge, SURREY, KT13 0JL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.8/10
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FCA authorised
Last authorised 22nd February 2021

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