Qualifications:
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Chartered Insurance Institute Level 4 - Pensions and Retirement Planning
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Confederation of Insurance Brokers - Hong Kong (CIB)
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HKIA - Principles and Practice of Insurance
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HKIA - Long Term Insurance
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HKIA - Investment Linked Long Term Insurance
About Craig McConnell
Craig has over 17 years of experience helping families and individuals with their Financial Planning within the UK, Hong Kong and now Vietnam. He takes a holistic approach to Wealth Management to ensure he looks at all areas of his clients current arrangements, listening to their aims and objectives in order to help them make balanced financial decisions.
Craig places an emphasis on customer service, which has helped him develop a successful client bank through regular personal and client referrals. His clients find him personable which gives them confidence in his genuine interest for their financial security.
Testimonials
PARTNERS
My Values
At my core, I uphold unwavering integrity in all financial dealings. As a trusted financial advisor in Vietnam, I prioritize honesty and ethical conduct, ensuring that clients receive advice and services founded on integrity and reliability.
My Services
Protection
Before we look at a client’s savings and investment needs its essential to make sure you have the correct protection in place, to ensure that medical problems or loss of income don’t become financial problems. When we look at a client’s protection needs there are four main areas to address:
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Investments
Choosing the right investment opportunities doesn’t need to be complicated but it’s important to obtain advice to make sure you have the correct plans in place. By using the services of an Independent Financial Adviser, you can make sure you have the correct investments from the thousands of options that are available. When investing for the future there are five main areas we typically look at:
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Property
Before delving into a client's property-related needs, it's imperative to establish the appropriate safeguards to prevent potential financial challenges stemming from unforeseen circumstances. When addressing a client's property concerns, there are four primary areas to consider:
