Welcome from James Craw
Welcome to the website for James Craw, Independent Financial Adviser. I can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. I am able to source products and funds from the whole of the market and I aim to build long lasting professional, trusting relationships with clients and their professional contacts such as accountants and solicitors, ensuring that I treat all of my customers fairly.
I particularly enjoy working in partnership with clients and their professional advisers, helping them by creating a plan, taking action on the tasks needed and then regularly reviewing the plan to fine tune it until their financial goals are achieved. My aim is to help families understand, protect and grow their family wealth for their own benefit and that of future generations.
Do please browse the site to see how I and 2plan Wealth Management can help you, and please feel free to use the feedback form to get in touch.
About 2plan
2plan Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK, supported by one of the UK's largest insurance companies, Standard Life. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.