Alan Craik

Senior Consultant
  • Holistic Financial Planning Service
  • Investments
  • Retirement Planning
  • Later Life Planning (incorporating equity advice, long-term care advice)
  • Personal and Business Protection Planning (life assurance, income protection and critical illness cover)
  • Inheritance Tax & Trusts


  • Diploma in Financial Planning
  • CII J04 Pension Funding Options
  • CII SV1 Savings & investments
  • CeMap Mortgage Planning & Advice
  • CII ER1 & HR1 (Equity Release and Home Reversion Planning)
  • CII CF8 (Long Term Care Planning)


  • Member of the Chartered Insurance Institute/Personal Finance Society

Alan originally started his career in financial services, by working in credit management between 1985 and 2004. Having joined Allied Dunbar in October 2004, Alan became an Independent Financial Adviser in 1997 and has accrued a substantial level of experience within a variety of different companies over a period of 20 years. Alan joined Philip T English International Financial Services Ltd in May 2016 and believes he has found a company which shares his both his own personal views and outlook of providing a high quality of trusted advice and service whilst also treat clients as individuals and with integrity.

Alan believes in providing a holistic and long-term approach towards helping clients achieve their financial planning goals. Accordingly, this often results in building long standing relationships – indeed many of Alan’s existing client’s relationships stretch back more than 15 years.

Alan is married with two teenage children and has lived in Leamington Spa, Warwickshire since 2004.

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