Criteria Wealth Management
We are an Independent Financial Adviser Firm, offering bespoke solutions to companies and individuals. We can provide professional independent advice on investments, pensions and life assurance. We have over 70 years of advisory experience between the 3 advisers, with one of our advisers achieving the highest level of qualifications within the Chartered Insurance Institute, so you can be sure you are getting the advice that is right for you.
We offer a free initial consultation with one of our qualified advisers, with no obligation and will work with you to find the best solution.
Being a small firm means that we are able to focus on a more personalised service, adapting our solutions to meet your specific and perhaps changing needs.