The Spectrum IFA Group in the Netherlands
Background
Along with drawing on the resources of The Spectrum Group, one of Europe’s leading independent intermediaries, Craig Welsh brings seven years of experience in financial services.
Craig has specialised in addressing the financial planning needs of a broad range of clients both individual and collectively. He has attained a detailed knowledge of both European and International providers and the range of products available as well as the secure, tax-friendly structures that can assist in asset building, asset protection and, ultimately, estate planning.
As an independent adviser, Craig provides you with the advantage of unbiased financial planning advice. In making recommendations he has access to a comprehensive range of the world’s most respected international banking, investment management and insurance institutions, bringing clients the competitive advantages and convenience of being able to access multiple managers and product providers through one source.
Fees
There are no consulting fees for providing you with advice or ongoing service. The Spectrum Group receives industry-standard arrangement fees directly from the financial institutions with whom we place our clients’ business - not directly from our clients. Furthermore, our ongoing remuneration is performance-related so we share in a long-term incentive for your financial success.
Clients
Clients have varied needs, but typically either have disposable income they wish to invest regularly towards their medium to long-term goals, or have accrued capital they would like to invest for growth. Clients are only introduced to Craig by personal introduction (referral by existing clients), or by means of professional introduction (financial institutions, employer Human Resources departments or by professional service providers such as accountants, lawyers, trust managers or relocation specialists).
Craig works with clients of all ages, wealth and including fellow investment professionals and financial academics. It is a well-established principle that people from all walks of life who plan for their goals are far more likely to reach them than those who don’t!
Qualifications and Professional
Memberships
Craig has seven years experience in financial services, working for Barclays Stockbrokers and then a local IFA firm, and has worked as an adviser in the UK and in the Netherlands. Most recently, however, he has worked on a more intimate level with his clients for The Spectrum Group.
As well as academic qualifications Craig holds the Chartered Insurance Institute Financial Planning (FPC) and places professionalism, integrity and a high standard of client service at the top of his priorities.
Netherlands - Expat finance
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