Financial Planning for High Net Worth Individuals
Name: | Craig Welsh | |
Mobile: | +356 9933 8271 | |
E-mail: | craig.welsh@spectrum-ifa.com | |
Skype | craig.welsh | |
Office address: | Junction Business Centre, 1st Floor, Sqaq Lourdes, St Julian’s, SWQ 3334, Malta |
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Expat since: | 2006 | |
Specialist areas: | Investments, Wealth Management, SIPPs / QROPS, Retirement Planning | |
Hobbies: | A big sports fan, both playing and watching, he also enjoys music (going to concerts), reading and travelling. Craig is also a bit of a politics and history ‘geek’! |
Watch Craig’s videos as an introduction to Spectrum IFA in Malta
An introduction to The Spectrum IFA Group
What Can I Expect from my Spectrum Adviser?
Top Financial Planning Tips
Craig Welsh Reviews
Click to read more
After graduating with an MA (Hons) degree from the University of Glasgow, Craig moved into Financial Services in 2000 and completed the Financial Planning Certificate in 2003. He now holds the Diploma in Financial Planning (Dip(PFS)) and is working towards Chartered Financial Planner status. He joined The Spectrum IFA Group in 2006, and developed the business in both the Netherlands and Belgium.
Craig helped open the Spectrum branch in Malta in 2020 and helps expatriate clients there with their financial planning, while continuing to serve his existing client base, many of whom have been clients since his early days with Spectrum.
He is very active in the business community, currently serving as Secretary-Treasurer of a BNI chapter and as a member of the Institute of Directors (Malta) . This helps Craig build a network of trusted professionals who can assist clients in other areas such as specialist tax advice.
Although advice is provided in English, Craig also speaks German, has a good understanding of Dutch, and is now embarking on adding Maltese and Italian!