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Craig Moffat DipPFS
Financial Consultant

Craig Moffat portrait

About Craig Moffat

Craig has worked in the financial services sector since 1986 both with major financial institutions and as an Independent Financial Adviser. Craig firmly believes that regular contact with clients is of equal importance to the initial advice, not only to take account of changing circumstances and requirements, but also to ensure the continued relevance and effectiveness of every recommendation.

“The most important thing to me is meeting each client's needs for truly impartial financial advice. I’m always striving to improve clients' understanding of financial services and in conjunction with Lowes, providing a service proposition that meets their varying needs”.

On the personal front Craig is married with two children, enjoys playing and watching all sports including 5-a-side football and golf - unfortunately more out of enthusiasm than skill.

 

Business Qualifications

Qualification
Abbreviation
IMC UK Regulation & Markets IMC Unit 1
Investment Principles, Markets and Environments JO6
Financial Protection RO5  
Financial Services, Regulation & Ethics RO1
Long Term Care CF8
Investment and Risk CF2
Pensions & Retirement Planning RO4
Personal Taxation RO3
Diploma in Financial Planning DipPFS
Pension Income Options JO5
Certificate in Financial Planning CertPFS
Discretionary Investment Management J10
Financial Planning Certificate FPC
Pensions Update RO8
Investment Planning AF4
Pension Transfers AF7
Financial Planning Process AF5

 

Contact Craig Moffat

If you would like to get in touch with Craig Moffat, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:

0191 281 8811

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