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Craiglyon Financial Management Limited

Craiglyon, Helensburgh, United Kingdom
Financial Planner

Description

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Craiglyon Financial Management Limited is authorised and regulated by the Financial Conduct Authority At Craiglyon Financial Management Limited, we understand the pressures of modern life, alongside the fact that most people just simply do not have the time to investigate and research the thousands of products that are available in todays marketplace.

As independent financial advisers we act as a facilitator to ensure that you have the leading and the most competitive products from the whole market to choose from.

We tailor our service to suit your individual needs, which means we can meet with you at your convenience or we can simply discuss issues over the telephone.

Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives our clients a financial piece of mind.

RECENT FACEBOOK POSTS

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Got an Amazon device with Alexa? Enable the new Vitality UK skill and ask Alexa to help you with some healthy recipes or workout advice 🗣

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Winter is here today as we attend a Mortgage seminar ❄️

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This morning’s blizzard seems to have subsided. Careful on those roads! Anyone else feel like their car was on skis this morning? ⛷🚗

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A very warm welcome during a recent review in Greenock. We wouldn’t dare say no to such hospitality 🍰👀

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Will cryptocurrency play a big part in the future of investment and trading? Maybe. The current market is extremely volatile and, due to this, quite dangerous to invest in. You could make big investments for big losses or see outstanding gains. Risk factor is always something you should assess when investing. The danger in Bitcoin and other cryptocurrency is that many are investing without ever speaking to someone who knows how to assess what your attitude to risk actually is and who is trained heavily to guide you to making a sound investment. Investments can see you pick up profits but only if you are smart with who you trust it with and where you put it.

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Remember us talking about Vitality UK last week? This week one of us received a plan notification from them showing just how much we have saved over the past 9 months just through this plan and being relatively active. A little more activity every week and I could have doubled these savings (based on a £24 per month plan of £110,000 Life and Serious Illness Cover, Level for 25 years). Vitality isn't the only plan, of course, and there are many providers out there. However, if you plan to live a healthier lifestyle, maybe you do already, then it makes so much sense to be able to be rewarded for keeping at it. Why not be rewarded for being a fitter you?

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What is your Protection situation? Countless advertisements on television can often make us numb to the real importance behind protecting yourself or your family in the event of the very worst happening. Protection can be extremely inexpensive if you look in to it and that is exactly what we do. We talk to people, find out what they want and not just what they need and then we make an informed recommendation from completely unbiased whole of market research. It's extremely important to make sure you have something to fall back on.

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Planning to get fitter and healthier in 2018? Why not consider a Personal Insurance policy that rewards you and gives you discounts for doing that? Vitality UK policies give you discount and rewards at Starbucks, Cineworld Cinemas, Nuffield Health, Apple, Garmin, British Airways and many, many more. To find out more, check out the infographic in the comments. We organise policies at no charge and we provide support on an ongoing basis for all our customers. Get in touch to learn more about the ins and outs and to find out how we can get you started 📲

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Through Autumn/Winter 2017, we retained our rating of 4.9/5 on VouchedFor (a platform that connects the customer to an IFA that suits their needs). This means we remain one of the highest rated Independent Financial Advisers in the West of Scotland/Glasgow area. An accolade that would not be possible without our customers writing so many positive reviews, thank you 👏🏻

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A very Happy New Year to all our customers and friends. We hope 2018 is as productive, positive and prosperous as possible for you all and all you know!

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We wish all of our customers and friends of the business a wonderful holiday period. We hope you have a fantastic time spent together and enjoy everything that comes with this time of year ✨🎄

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Very sad to hear about the blaze at #CameronHouse. As locals to the area, Cameron House is a wonderful and historic retreat and a place we love to visit. A sad day indeed. Our thoughts go out to all involved

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