Craig Welsh Email
Partner and Financial Planner @ The Spectrum IFA Group
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Craig Welsh Location
- Saint Julian's, MT
Craig Welsh Work
- Partner and Financial Planner @ (October 2006 - Present)
- Committee Member @ CADS (June 2012 - June 2015)
- Founder @ Amsterdam Business Lunch (April 2009 - April 2015)
- Independent Financial Adviser and Paraplanner @ Independent Advisers (Scotland) Ltd (January 2003 - October 2006)
- Sharedealer @ Barclays Stockbrokers (October 2000 - December 2002)
Craig Welsh Education
- University of Glasgow
MA (Hons) (Economic & Social History)
1995-1999
Craig Welsh Skills
- Retirement
- Portfolio Management
- Savings
- Pensions
- Financial Planning
- Income Protection
- Mutual Funds
- Investment Advisory
- Tax
- Retirement Planning
- Planning
- Wealth
- Insurance
- Financial Services
- Business Strategy
- Management
- Inheritance Tax Planning
- Public Speaking
- Strategic Financial Planning
- Financial Planners
- Asset Allocation
- Financial Markets
- Wealth Management
- Asset Management
- Finance
- QROPS
- Mortgage Lending
- Wealth Management Services
- Investments
- Microsoft Excel
- Estate Planning
- Financial Advisory
Craig Welsh Summary
- Craig Welsh, based in Saint Julian's, MT, is currently a Partner and Financial Planner at Spectrum IFA Group. Craig Welsh brings experience from previous roles at CADS, Amsterdam Business Lunch, Independent Advisers (Scotland) Ltd and Barclays Stockbrokers. Craig Welsh holds a 1995 - 1999 MA (Hons) in Economic & Social History @ University of Glasgow. With a robust skill set that includes Retirement, Portfolio Management, Savings, Pensions, Financial Planning and more. Craig Welsh has 1 emails on RocketReach.
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