Craig Gardner promoted to Financial Planner in Madrid

10th February 2020

The Author: David Cooper
Financial strategist, investment adviser and Sales Director for United Advisers

After four years with United Advisers Group, we are pleased to announce that Craig has been promoted to Financial Planner. Over the past year, he has joined Director David Cooper in launching our new Lifestyle Financial Planning service. Craig is now our lifestyle-planning specialist in Madrid.

Our state of the art software allows Craig to deliver highly personalised and fully flexible financial plans. Combined with his experience as a Client Relationship Manager, this makes Craig the go-to guy for top-level financial planning for both Madrid and Geneva.

We caught up with Craig in Madrid to talk about his new role:

UAM: So Craig, what are you most excited about for your new role?

I really like meeting with clients face to face, helping them to improve their financial plans and giving them confidence in their future.

UAM: Do you think working as a Client Relationship Manager before becoming a Financial Planner is an advantage?

Yes. It’s helped me learn the details of the business and the ins and outs of financial planning and the investment world. While working as a CRM I would often be in the background doing a lot of research to find the best way of achieving clients goals – this knowledge and understanding will be invaluable as a financial planner.

UAM: You’ve been working as a Financial Planner for a few months now. What has been your best moment so far?

Introducing our existing clients to the new state of the art “Truth” software. Explaining the features and benefits of the software and of course allowing the clients to see their financial future clearer than ever before.

UAM: When it comes to financial planning, how do you think you can most help clients across Spain?

Helping them have a greater understanding of the Spanish tax and pensions system so they can take advantage of all the benefits available – pension allowances, tax benefits etc.

UAM: What do you think the biggest challenge is for the finance industry in 2020?

2018 was certainly not an easy year for the finance industry, and improving on that is going to be critical.  So far 2019 has seen improvements in some areas, but there are still many uncertainties including Brexit and China-US trade. The challenge will be to ensure financial plans are flexible enough to cope with any eventuality.

UAM: In your role as a financial planner, what is the one piece of advice you would share with expats living in Madrid for 2020?

Enjoy the great lifestyle Madrid has to offer but don’t neglect to put something aside for a rainy day. We can help you manage the details of your financial planning to make sure you do, so give us a call!