Craig Loney

Craig has over 18 years of experience advising clients across all areas of financial planning. He entered the financial services industry in 2003 having gained an Honours Degree from Robert Gordon University in Aberdeen.
He is a Chartered & Certified Financial Planner. Craig holds the Advanced Diploma in Financial Planning via the Chartered Insurance Institute and the Level 7 Certified Financial Planner qualification from the Chartered Institute of Securities & Investment. The certification is generally considered the gold standard in the financial planning industry. Craig also holds the Chartered Wealth Manager designation awarded by the CISI.

Main areas of advice and expertise:

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