Criteria Wealth Management Ltd

Independent Financial Adviser Continental House, 28 Cornet St, St Peter Port, Guernsey, GY1 1LF
FCA verified
13th August 2018
We can advise you on
    • Corporate pension
    • EEA
    • Rest of world
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Joe Oliver
Head of Financial Planning
Where to find us
Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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