Cragside Financial Solutions
(16)
(16)
Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside Financial Solutions, we tailor our advice to meet your individual requirements in a jargon free way.
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16 customer reviews
Margaret Sodipo
Financial Advisors
Detailed information was given and my questions answered. Very professional.
Gary pinnell
Financial Advisors
Understanding to someone like me who has never delt with this situation before
Sally
I've had fantastic help and advice from John. I'd put off talking to a financial advisor for years, thinking I would feel pressured into making decisions about my pensions that I wasn't comfortable with. John really took the time to listen to me and understand my financial situation. I was under no pressure at any point and he made all my options (and fees I would need to pay) fully clear and transparent before I made any decisions. I feel much happier with my financial situation now. More...
Vibeke Fennell
Fantastic service! John took time to understand our requirements and dealt with the admin associated with our insurance, only involving us when absolutely necessary. Really appreciated the efficient service and excellent advice. Would highly recommend! More...
Christiaan Muller
John provided first class advise and provided an excellent service from requirements gathering through to completion for our insurance and protection needs. Would highly recommend his services. More...
Michael de Nobrega
Financial Advisors
Very easy to deal with, everything was properly explained and clear. I felt my needs were understood and communication was very good and prompt.
Heather
Following a divorce settlement I needed to invest my share of pension. I had no knowledge /understanding/interest in pensions. John was extremely patient and explained everything clearly, made sure I understood and advised me on where to invest. He made it all straightforward and easy for me. More...
Reza
John is a very personable financial consultant who was concern not only with providing me with the right product but also to fully understand my circumstances despite being my first time using financial services. The appointment times were very convenient to me and the whole process was a smooth as possible. More...
Philip Gudgeon
My advisor was very responsive and thorough in his approach to my financial affairs and needs. He went into the right level of detail about my circumstances and requirements and displayed a wealth of experience and knowledge about the available options. These he discussed with me and, without imposing his opinion, was able to help me design the right solution. He showed wide knowledge of the available insurance options and expertly helped me navigate the application and approval process. He took a lot of this work on himself. More...
Gill Turner
John was very helpful and patient with the advice given concerning my pension pots and how best to achieve my goals. He worked through all my queries and concerns before I reached my decision which he then acted on; I am very happy with the outcome. I would highly recommend him. More...
Hester
Johan was amazing throughout the whole process with his advice and guidance. We have full trust in his opinions and are so happy with the service.
Sarah Baxter
Provided clear explanation of pension options. Excellent communication; timely, responsive and professional. Very good service.
Simon Dawson
John provides friendly professional solid and insightful advice that ensures the whole financial review process is straight forward and painless.
Gary Bolt
John was very patient and very helpful with his advice
Simon Johnson
Cragside is a high level professional service which I would recommend to anyone seeking appropriate advice.
Mark W
John is not pushy and simply set out a range of options with positives and negatives in a jargon free way.
What do you love most about your job?
The variety. No two cases are the same as we are dealing with individual people or companies
What inspired you to start your own business?
With many years of experience in financial services, it became both obvious and alarming how big the advice gap was for those clients who don't have millions to invest.
Providing financial advice is a very privileged and rewarding thing to do. Helping people with their needs is very fulfilling
Why should our clients choose you?
We make the complicated simple in a jargon free way
Can you provide your services online or remotely? If so, please add details.
yes - by Zoom or phone call. This allows us to operate in other geographic areas which are a bit further away from the areas we usually cover
What changes have you made to keep your customers safe from Covid-19?
We moved from face to face meetings to online facilities such as Zoom
Pensions
All things pensions!
Establishing new pensions, reviewing old pensions, consolidating pensions where appropriate, projecting income in retirement, flexi-access drawdown, annuities etc
Investments and Savings
Working with clients to establish their requirements (income or growth), their time frames, their tax situation and their attitude to risk.
Once we have this key criteria, we can create a tax efficient plan to help achieve their stated aims
Insurance & Protection
Working with clients to create a suitable protection portfolio based on their current needs.
We work with both individuals and corporates. Once we have built a client profile, we can make recommendations that could include life insurance, critical illness insurance, family income benefit, relevant life, shareholder protection and executive income protection and others....
Inheritance Planning
Working with individuals and families to make the most of the available inheritance tax allowances and to minimise any tax that beneficiaries may have to pay.
