Achieve your goals with independent financial advice
Important to be independent
We are very proud to be independent financial advisers. We are not tied to any particular investment company or product provider, and we believe this is key to you receiving the best possible financial advice. You are our client, and our recommendations will only be influenced by what is the best possible solution for you.
We are authorised and regulated by the financial conduct authority, and we are listed on the financial services register. You should always ensure that this is the case with any financial adviser you speak to.
Our convenient location allows us to offer the very best financial advice to many clients throughout North Wales, including Wrexham, St Asaph, Anglesey and everywhere in between. We offer financial advice throughout Shropshire, from Ludlow to Shrewsbury to Oswestry, and many of our clients are based throughout Cheshire, including Chester, Nantwich and The Wirral.
Wherever you are located, we can visit you for an initial financial planning consultation completely free of charge. This initial meeting allows you to ask any questions you may have and enables us to get to know you. There is absolutely no obligation to proceed with any of our services beyond this meeting.
Independent Financial Adviser
Craig is a fully qualified independent financial adviser with over 11 years’ experience in financial services. As a qualified financial adviser, Craig can provide advice in the following areas: Retirement planning; Estate planning; Wealth management; Mortgage advice.
After graduating from University Craig joined the Britannia Building Society in Oswestry as a Personal Banker, offering personal savings and investment advice. He was quickly promoted to Branch Manager, managing several branches including Chester, Warrington, and Shrewsbury. As part of his journey in financial services Craig worked for the Co-operative Bank where he saw first-hand the benefits of investing ethically, something he has looked to implement where appropriate during his time as an independent financial adviser.
Craig’s ethos has always been to treat clients fairly, providing honest advice to achieve the client’s objectives. Craig lives in Shropshire and has a young family who he spends most of his free time with. He likes running and enjoys most sports.
Client Services Executive
Born and raised in North Wales Bethan was Welsh speaking from a young age. Bethan has always worked in finance, starting her working life with HMRC in Wrexham at 16. After her studies she moved into high street banking with Santander in Wrexham and The Co-operative bank in Oswestry and Shrewsbury where she spent 10 years working closely with clients to achieve their financial goals. Whilst working in the bank, Bethan went to night school in Wrexham to gain accounting qualifications, which lead to work for a local company in Wrexham as part of their accounts team. Away from the office Bethan enjoys spending time with her partner and has a love for dogs. Bethan has two pugs named Pablo and Edison who keep her busy. Bethan prides herself on her outstanding customer service skills and is always available to help. She is a little rusty with the Welsh language so put her to the test….
Client Services Executive & Trainee Paraplanner
Lauren joined Belgrave Wincham in October 2020 as a Trainee Paraplanner. Her previous roles involved analysing figures and writing reports (two things which she loves doing), so taking the step into paraplanning seemed like an exciting career opportunity. Lauren loves learning, so is looking forward to widening her knowledge by undertaking her CII exams, with the goal of becoming a qualified paraplanner. Lauren lives in Oswestry with her family, and in her spare time, enjoys watching Netflix series and soaps, taking her niece on days out, and going on walks to explore new places with her partner. Following on the current theme within Belgrave Wincham, Lauren has a love of dogs and in particular pugs.
Kirsty is a Chartered Accountant who is responsible for accounts within Belgrave Wincham. Kirsty has a young family based in Oswestry who she dedicates most of her spare time to. Kirsty enjoys exploring the beautiful scenery that Shropshire and North Wales has to offer. Kirsty is an exercise enthusiast taking Zumba classes a number of times per week as well as raising money for local Oswestry and Wrexham charities via a Zumbathon and Race for Life events.
Lisa is a marketing professional with a wealth of experience and is responsible for all aspects of our marketing and communications. Lisa is originally from South Wales but moved to Gresford a number of years ago, and is enjoying life up North! Lisa spends some of her spare time playing netball for a local team – she really enjoys the competitive, but friendly spirit. As well as this, Lisa is a really keen musician and plays several instruments, including the clarinet and piano.
Want to meet us?
We can meet with you at our office, your home or even your workplace. Book your complimentary consultation today.
Belgrave Wincham Limited is an appointed representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. Belgrave Wincham Limited is registered in England and Wales number 12167416.
Copyright © 2019 Belgrave Wincham Ltd