Milne Craig

Milne Craig (FCA Reg No:510121)

Milne Craig (FCA Reg No: 510121)

Sunny Avenue verified the details on this profile
Sunny Avenue verified the details on this profile
Milne Craig
Milne Craig is a leading, Independent Financial Adviser (IFA). Our six Chartered Financial Planners are dedicated to building valued long term relationships with our clients. We specialise in helping clients build tax efficient financial plans.
Minimum Wealth
No minimum
Financial
  • Inheritance Tax Planning
  • Investment Planning
  • Retirement Planning
  • Trusts
  • Wealth Management
Insurance
  • Business Protection
  • Business Whole of Life
  • Critical Illness cover
  • Income Protection
  • Key man Insurance
  • Life Insurance
  • Shareholder protection insurance
  • Whole of Life Insurance
  • About us
  • Meet our advisers
  • CHARGES FOR ADVICE

The Milne Craig Financial Services Department department now has six Chartered advisers, and a support team of 10 or more.  Each of our staff takes pride in their contribution to the delivery of a professional and attentive client service.   

While all our staff are well-trained and highly-qualified, it is our people skills and relationships with our clients that we feel really makes a difference to the experience we offer.   We listen and we talk to you, not at you.  When creating financial planning solutions, we make the most of the fact we are independent and are very flexible in our approach.  We start with the person, help them formulate a long term plan and only then think about the best product to deliver this. 

With our longstanding track record and our ability to work closely with our colleagues in the Accountancy and Tax Departments, we are able to offer the quality of service you would expect from a much larger firm, with the personal touch of a smaller one.

We serve a wide breadth of clients, both personal and corporate, across the financial planning spectrum.

Graeme Smith - Chartered Financial Planner

Insurance

Financial

Qualifications And Accreditations
  • Preview
    CII - Advanced Diploma in Financial Planning
  • Preview
    CISI - Wealth Management Level 6

The recommendations below represent are customers views, not the views of Sunny Avenue.

CHARGES

No obligation consultation

Advice methods

  • Face 2 Face
  • Telephone Appointments
  • Video Conferencing

Advice Type

  • Whole of MarketWhole of Market means this adviser can offer advice on products from a wide range of providers

CONTACT US

  • Paisley, Renfrewshire
  • 07824371157
  • graeme.smith@milnecraig.co.uk

Languages we do business in

English

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