0330 038 8940
Based in Coventry
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Craig has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Craig has not yet added their fees to their profile
Fees not yet added
Craig has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Craig
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Craig has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Craig has not yet added their fees to their profile
Fees not yet added
Craig has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Craig
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 4 first impressions)
I have been providing Financial Advice to clients since 1987. The first 16 years I spent working for 2 of the UK’s largest insurers and their clients. Following redundancy I established Jalapeno (UK) Limited 20 years ago (September 2003) and from here we have grown into a thriving Independent Advice practice, looking after long term clients locally and further afield. Our industry is constantly evolving, as are the needs of our clients. It has become ever more complex for clients where the need to work closely with a trusted advisor has never been greater. My expertise centres around Investments (for growth and income) and the complex world of Retirement planning, both building wealth whilst working, consolidation, and providing the “at retirement” advice when required. I look after the tax planning for more complex clients and as a firm I am passionate about providing first class ongoing service to our investors. When not working I enjoy golf, fitness, the outdoor life and spending time with family and friends. Jalapeno (UK) Limited Trading Address: 3 Faraday House Electric Wharf Coventry CV1 4JF Jalapeno (UK) Limited is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Jalapeno (UK) Limited is entered on the FCA register (www.FCA.org.uk) under no. 433988.
Offers available through VouchedFor
Contact Craig through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Craig's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
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