Testimonials for Craig Welsh

The best word I can find to describe Craig’s service is: exemplary.

It has been excellent working with Craig as my advisor. He has been careful, diligent and thorough, thereby providing me with sound financial advice.

Thank you for your good wishes for 2014 and I would like to wish you and all your family the very best of good wishes for a healthy, happy & prosperous 2014. A big thank you to Craig Welsh’s caring and thoughtful presentation, it was like welcoming a new and trustful friend into my home. My ‘Financial Planning Report’ was professionally written and presented with much thought to my personal situation. Importantly, for me, at no time did I feel under pressure from Craig who was, at all times both considerate and supportive and even when my situation changed – continued to be so!

Craig has been a great advisor: attentive, responsive, and always acting in my interests. His recommendations have always been in line with my needs, intentions and appetite for risk, and they’ve consistently delivered solid results. It’s only when they cease to deliver that he recommends a change to something that is performing better. I’ve recommended him personally to many friends and colleagues, and will continue to do so.

I have known Craig for approx one and a half years, as a Financial advisor, who helped us decide on whether to move a UK pension fund into a QROPS scheme. For most non-financial people this is a really difficult decision, partly because of the technical complexity and partly because it means moving a large part of your earned pension pot into unknown territory. I found Craig to be very knowledgeable and helpful in guiding us, and in providing continued support and information on a quarterly basis after we made the move.

Dear Craig,
You are a life-saver. Never any pressure, at all times supportive and straight forward. Very easy going but professional. We feel very fortunate to have met you.

Craig has been very helpful and professional in dealing with my investment needs.

I first contacted Craig for financial advice a couple of years ago. Since then he has been extremely helpful and proactive, taking time to go through the fine details and answering questions while never adopting a hard sell approach. l will continue to use Craig’s services and would highly recommend others to do the same.

I can highly recommend Craig. He professionally carried out a thorough analysis of my requirements and made good recommendations which have been executed attentively. I cannot fault the service that Craig has provided and look forward to working with him in the future.

Craig has given good service over the past year and has found some good investments for the expatriate as myself. Tax in England can be hard when you die – keep your money for your family do not give it to the taxman! Craig helped on that part too.

Craig was referred to me by a major fund in Hong Kong. We first got touch in January 2010 but it seems to me now that I know him much longer. I am extremely pleased with Craig’s work: he is sincere, responsive, knows his business and understands what you want (and what you can); I recommend him without hesitation.

I met Craig in June 2011 and I am very happy with his services. Craig has proven to be reliable and trustworthy and since I started using Craig’s advice for my investments results have exceeded expectations.

After having looked at a number of options for expat investment advice in Amsterdam, I made the choice to work with Craig as my financial adviser, since I found that he is very well structured, knowledgeable, honest, committed and extremely clear with any explanation. I am more than happy with the service provided and expect to work with him now on a long term basis. I can thoroughly recommend Craig.

Craig assisted me in setting up an investment/retirement fund which suited my very specific needs as an Australian/British/New Zealand expat in the Netherlands. He listened to my needs, provided excellent follow-up and was a pleasure to work with. I’d highly recommend him as a financial advisor, especially for other expats.

Craig offers clear, knowledgeable financial advise, taking time to fully understand my goals and explain the available options. After having mixed experiences with other advisors in the past, it’s refreshing to work with someone with such high integrity and professionalism.

As my independant financial advisor Craig offers exactly the kind of timely, professional and reliable advice I need to support my investment decision-making.

Craig has advised me on investments and other financial matters. He has always been both knowledgeable and efficient in all our dealings. I can recommend him to anyone looking for similar services

Craig was very reliable and professional in dealing with my portfolio. I certainly trust him to manage my financial affairs succesfully. He gave good advice and explained the options available to me.

Craig is the first financial planner that I have worked with that has such high integrity. He is very personable and provides a high quality service.

Craig has helped me out with investment advice and other financial arrangments since I relocated to The Netherlands. He offers clear guidance and depth and breadth of knowledge in the financial services arena.

Craig has helped me out with investment advice and other financial arrangments since I relocated to The Netherlands. He offers clear guidance and depth and breadth of knowledge in the financial services arena.