For your own tailored wealth strategy, you’ll partner with a local expert adviser to navigate all of the complexities of investment. They’ll get to know you, understanding all of the nuances that inform your decisions. Over time, we’ll build an enduring relationship where trust and integrity supports a personalised service.
Getting started
Starting your investing journey can be daunting but, whatever your circumstances, we can help you take that first step to managing your new found wealth. Our advisers are here to help build your portfolio to manage and grow your wealth over time. It’s all about supporting you to achieve your financial goals. Our support will be guided by your individual priorities, for example your appetite for risk or an interest in sustainability.
Premium advisory services
We offer exceptional personalised advice if you’re looking to achieve financial success in the world of investing. We’ll work together to create a tailored wealth strategy that considers your specific circumstances, giving you as much or as little involvement as you’d like.
We can take care of it all on your behalf with our Discretionary Investment Management Service (DIMS) and support you with exceptional service with our Managed Portfolio Service (MPS) offering. We’d love to work with you to understand what works best or you.
“We have been clients of Craigs for over 14 years. We needed a company with expertise, and access to in-depth market coverage. Craigs made it easy; the customised service that is offered by our Adviser has worked well for us.”