Craig Aitken

Craig Aitken

Senior Adviser

T: 01786 542 410


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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

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Ground Floor Left, Pavilion 1, Castlecraig Business Park, Players Road, Stirling. FK7 7SH
01786 542410

International House, Stanley Boulevard, Hamilton International Technology Park. G72 0BN
01698 254111