Craig Aitken
Senior Adviser
T: 01786 542 410
E: craig.aitken@lomondwealth.com
Craig has joined Lomond Wealth as a Senior Adviser specialising in Retirement and Investment Planning. His aim is to offer clients the highest level of financial advice and service. Craig has over 20 years' experience in the industry and is currently working towards Chartered Status.
Qualifications held:
Certificate Level
Financial Planning Certificate 1, 2 and 3.
CF9 Pension Simplification.
Diploma Level
MAQ Mortgage Advice Qualification
JO4 Pension Funding Options
JO5 Pension Income Options
JO6 Investment Principles, Markets and Environments
R06 Financial Planning Practice
Advanced Diploma Level
G60 Advanced Pension Planning
AF4 Advanced Investment Planning