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Independent Financial Advisor
Craig is a highly experienced financial adviser specialising in retirement and investment planning. He is known for his strong client relationships and commitment to delivering advice that is both personal and dependable. By taking the time to understand each client’s goals, Craig provides tailored guidance that helps them feel confident, supported, and secure in their financial future.
Retirement & Investment Expertise
Relationship-Driven Advice
Holistic Wealth Management
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ABOUT THE ADVISER
Craig is a highly experienced financial adviser with a long-established reputation for building strong, trusted relationships with his clients. Throughout his career, he has remained committed to delivering advice that is centred around each individual, taking the time to truly understand their financial goals and what matters most to them. Specialising in retirement and investment planning, Craig combines deep technical expertise with a highly personal approach. He works closely with clients to create tailored strategies that support long-term financial security, ensuring they feel confident and well-prepared for the future. Known for his dedication and consistency, Craig has earned the trust of a wide and loyal client base. He is committed to going above and beyond, providing thoughtful, reliable guidance that clients can depend on at every stage of their financial journey.
Expertise
Creating tailored investment strategies designed to grow and protect your wealth over time.
Creating tailored investment strategies designed to grow and protect your wealth over time.
Taking a holistic approach to align all aspects of your finances with your long-term goals.
Expertise
An initial consultation to understand your objectives, review your current position, and provide clear, evidence-led guidance on value and strategy. This session sets the foundation for a tailored plan aligned to your goals and the wider market context.
A tailored strategy combining premium presentation, targeted marketing and proactive negotiation to secure the strongest possible outcome.
Ongoing support providing continued guidance beyond completion to ensure clarity, confidence and peace of mind.
Testimonials
"Craig Jardine has been extremely helpful throughout the process and explained everything in a clear, understandable way. I initially sought advice on how best to manage several pension pots and create a stronger retirement plan. Craig took the pressure off by handling the work involved in consolidating and organising my pensions, while guiding me towards what he believed was the best long-term solution. Although I’m only at the beginning of the process, the information and advice Craig has provided have given me confidence that I’ll have the security of a solid pension pot for retirement."
"Craig Jardine provided excellent advice and service when reviewing a number of pensions I held across different providers. He carefully assessed each fund and helped consolidate two pensions while recommending that others remain unchanged where this offered greater value and benefits. The process was clear and straightforward, and I’m very pleased with the outcome.
"I initially sought advice from Craig Jardine due to concerns about the performance of my pension portfolio. Craig carried out a thorough wants and needs analysis, established the level of risk I was comfortable with, and presented his recommendations in a clear and concise manner. Throughout the process, he was open, honest, and provided advice that gave me confidence in the direction of my finances. As a result, I feel far more optimistic about my financial future and value having a trusted professional to turn to whenever I have financial questions.
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Take The Next Step
Whether you need tailored financial planning, advice on pensions or investments, support with inheritance tax planning, or guidance following a significant life change, our team is here to help. Speak to an independent financial adviser today and move forward with confidence.
Clear Advice
No Unnecessary Complexity
Transparent Fees
Your home is at risk if you fail to keep up payments on your mortgage or any other loans secured against it. Buy to Let mortgages and Commercial Lending are not usually regulated by the Financial Conduct Authority. Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance. Sterling Wealth Limited is an Appointed Representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority – Number 460421.
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