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.
|IMC UK Regulation & Markets||IMC Unit 1|
|Investment Principles, Markets and Environments||JO6|
|Financial Services, Regulation & Ethics||RO1|
|Long Term Care||CF8|
|Investment and Risk||CF2|
|Pensions & Retirement Planning||RO4|
|Diploma in Financial Planning||DipPFS|
|Pension Income Options||JO5|
|Certificate in Financial Planning||CertPFS|
|Discretionary Investment Management||J10|
|Financial Planning Certificate||FPC|
|Financial Planning Process||AF5|
Contact Craig Moffat
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