Our Services

At Craiglyon Financial, we offer a number of services spanning a large range of the Financial Planning spectrum. From your first steps to property ownership, or developing knowledge of the investment sector or developing your pension portfolio. With more than 35 years of experience in financial services, we are able to tailor our advice to what suits your needs.

Mortgages

Purchasing or remortgaging a property? Our advice is based on whole of market research and developed alongside you to suit your needs in the most efficient manner.

Protection

Whether covering a mortgage, protecting your income or securing your estate, our protection advice will be developed after creating a clear understanding during the advice process to acquire the most comprehensive product available.

Investments & Pensions

Making your money work for you or intending to create a pension pot to secure your financial future? Our investment and pensions advice process is comprehensive and your situation is regularly reviewed to develop your portfolio.

BUSINESS PROTECTION

Looking to protect key employees or members of your business? We specialise in many elements of business protection such as group private healthcare and life cover, key person insurance and relevant life.