Craig Moffat

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My profile

“Let’s embark on your financial journey together, shaping a prosperous and secure future.”

With over 35 years of experience in financial planning, I am dedicated to assisting individuals in achieving their financial goals and objectives. My expertise lies in a holistic approach to financial planning, focusing on the unique needs of each client. I specialise in the following:

I believe in providing a comprehensive and ongoing service to my clients, primarily through face-to-face meetings. This approach allows me to thoroughly understand their financial situation and provide tailored advice to meet their specific needs.

I pride myself on simplifying complex financial concepts and making them easily understandable for my clients. My goal is to assist clients in clarifying and achieving their financial goals and objectives through a long-term, flexible financial plan. Whether it’s pension, investment, or estate planning advice, I am here to guide my clients every step of the way.

My commitment is to add value through a clear and understandable approach to financial planning. I focus on providing information and advice that empowers clients to make informed decisions. My specialties include pension, investment, and estate planning advice, ensuring that their financial plan aligns with their goals and ambitions.

I have dedicated over 35 years to financial planning, working closely with private individuals seeking investment and pension advice. My extensive experience and qualifications, including the Financial Planning Certificate and CII Level 4 Award, reflect my commitment to providing top-notch financial guidance. I am currently studying towards Chartered Status.

Outside of work, I enjoy five-a-side football and golf, more out of enthusiasm.

The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.