Craig Jardine - Sterling Scotia Limited

Independent Financial Adviser  4 Admiral Way, Sunderland, SR3 3XW
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FCA authorised
Last authorised 13th September 2021
I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Traded endowment policies
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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life 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
Meet our advisers
Mr Craig Jardine B.Sc Est Man, Dip FA, MAQ
Financial Planner/Director
Mr David Mackay
Mortgage Adviser
Mrs Fiona Jardine
Office Manager
About us

Your dreams and aspirations are at the heart of any advice I give. I build long-lasting, enduring relationships and am here to guide you through the minefield that financial planning can bring. Protecting yours and your family’s assets are of paramount importance and whether your needs are for maximising income in retirement, consolidating existing pension plans, protecting your family or making your money grow and work harder for you, I can help you. I will help you make informed decisions regarding you financial planning needs, that puts you in control and at ease, no matter what your circumstances. Because I am independent, I can source the best product, platform and funds that suit your individual needs, offering a truly bespoke service and whole of market proposition. I pride myself on being a very positive person, despite the difficult times that life can sometimes throw at us and am very approachable and friendly, so you will always feel at ease and able to discuss, what can sometimes be, very personal circumstances. I am married to my lovely wife, Fiona and have three, great, kids that keep us busy and on our toes. Interests include surfing, cycling, 80's music & football.

Our services

Honest, independent, jargon-free advice across all areas of financial planning.

Your goals, dreams and aspirations are key, and will always be at the heart of our discussions and my advice to you. This is where I really find true job satisfaction.

I will help you take control of your financial situation and help you make informed decisions about your current and future plans.

Income needs, growth of assets or protecting your loved ones are areas where I can really add value and make a huge difference to you and your family.

Approachable, understanding, supportive and a great listener are my key strengths, coupled with knowledge, experience and an award-winning approach to advice.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Sterling Scotia Limited is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority - Number 460421.

Registered head office : 31/6 Kinnear Road, Edinburgh, EH3 5PG

We use meeting facilities around the UK, however the above address is our only registered office.

4 Admiral Way, Sunderland, SR3 3XW

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