Welcome to another instalment of our Staff Spotlight series, where we introduce you to various members of the RetireInvest team to help you get to know them a bit better.
This time, we are putting the spotlight on Craig Allan, who is a Financial Adviser here, a role that he’s grown into after a long and varied career in the financial services industry.
And it all began….
Craig began his journey with Nationwide Building Society, where he initially worked as a cashier and later managed multiple branches across Nottinghamshire and Lincolnshire. His experience in branch operations laid the foundation for his current role, where he takes great pride in helping clients navigate their financial futures. He is particularly proud of his personal and professional development, with qualifying as a Financial Adviser being a career milestone.
The best bit about the job
What Craig enjoys most is providing financial guidance that has a positive impact on his clients’ lives. His passion for adding value is evident in his approach — he strives to turn what might seem like an impossible financial situation into something achievable, always putting clients’ needs first.
Embracing key values
Craig values RetireInvest’s core commitment to providing the most effective solutions for its clients. He fosters trust and adaptability—key principles RetireInvest upholds—highlighting the ability to understand each client’s unique needs and tailor solutions accordingly.
Outside of work…..
Craig’s childhood dream was to become a professional athlete, with a particular passion for football. Today, he channels his competitive drive into helping clients achieve financial success, making a tangible difference to their lives.