Meet the team

Financial Advisor

Craig Allan

DipPFS CertCII

Financial & Mortgage Adviser

I have been in financial services for over 10 years across Rutland / Lincolnshire and Nottinghamshire ensuring clients feel confident with their financial plans and objectives. I support clients with holistic mortgage advise and protection. I enjoy helping families enjoy the benefits from building a great financial plan, I believe in building long lasting relationships reflecting their goals and aspirations to ensure these can be achieved and protected for future generations.