About us

Craig Maclean is a Fellow of both the Personal Finance Society and the Chartered Institute of Bankers in Scotland, and was among the first tranche of Financial Advisors to be awarded the coveted Chartered Financial Planner status in 2005.

Craig has spent his entire career in Banking and Financial Services since 1977.

Chartered Financial Planner

In 2005 the Privy Council granted the Chartered Insurance Institute (CII) the power to award Chartered Financial Planner Status to those financial advisers that had successfully completed a suite of advanced level professional qualifications and who could demonstrate a minimum of five years experience working as a financial adviser. This advanced technical knowledge and practical experience enables Chartered Financial Planners to offer a more sophisticated level of financial planning.

Over 4,000 advisers, representing the top 12% of the profession, have achieved Chartered Financial Planner status.

Genuine professionalism has never been so valued – or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today’s “gold standard” of excellence and integrity

Source: http://www.thepfs.org/membership/chartered-individuals/introducing-chartered-financial-planning/