David Craik Email
Director - Financial Planning
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David Craik Location
- Aberdeen, GB
David Craik Work
- 2000 -now Director - Financial Planning @ Optima Financial Services Ltd
- 1990 -2000 Founding Partner @ Craik Wilson & Co
- 1987 -1990 Trainee, Life Underwriter and Unit manager @
David Craik Skills
- Retirement Planning
- Pensions
- Wealth Management
- Retirement
- Income Protection
- Wealth
- Investment Strategies
- Financial Advisory
- Inheritance Tax Planning
- Savings
- Portfolio Management
- Leadership
- Financial Modeling
- Finance
- Strategic Planning
- Budgets
David Craik Summary
- David Craik, based in Aberdeen, GB, is currently a Director - Financial Planning at Optima Financial Services Ltd. David Craik brings experience from previous roles at Craik Wilson & Co and Sun Life Financial of Canada (UK). With a robust skill set that includes Retirement Planning, Pensions, Wealth Management, Retirement, Income Protection and more. David Craik has 1 emails on RocketReach.
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