Company Info

About Us

Advising you Safely

COVID-19 Safety

During these difficult times, the safety of our clients is our foremost priority. For the safety of all our clients, we are only able to advise you by phone, video call or at a meeting venue that can adhere to social distancing guidelines.

John first entered the financial services industry in 1994, has an MBA (with distinction) and is a Member of the Chartered Institute for Securities and Investments. 

Outside of work, John is a long-suffering supporter of Newcastle United, an avid reader of history and the former Chairman and Co-founder of the National Trust Beer Club!

Personalised to you

Cragside Financial Solutions was founded by John Gilfillan to provide quality financial advice at a sensible price.

At Cragside Financial Solutions, we have a key focus on helping you to plan for a secure, comfortable, and fulfilling retirement. We work with clients both pre and post retirement, with expertise in the complex areas of Pensions and Investments. Our advice is tailored around your personal circumstances. We also offer regular reviews to ensure your financial plans remain on track.

Based in Surrey, we are able to physically cover London and the Home Counties. Video calls allow us to cover further afield (England and Wales) and we do not view distance as a barrier to giving you advice.

Subject to COVID-19 guidance, we offer face-to-face advice in your own home or place of work, at a clearly defined cost. Alternatively we can advise you by phone or video call. 

"Financial advice should not be viewed as being a one off transaction. The journey of life is often dynamic and financial planning should accommodate that. We look to form long-lasting relationships with our clients."
John Gilfillan

“Before anything else, preparation is the key to success.”

Alexander Graham Bell

We focus on you

personal service

getting to know Us

Relationships are built on trust. Before you engage our services, give us a call and get to know us a little.

understanding your needs

Tell us your story. Your individual circumstances will form the basis for our advice.

determining your goals

Tell us your aspirations. We'll help you turn them into clear objectives.

making a start

At Cragside Financial Solutions, we pride ourselves on going the extra mile to help our clients make the best decisions about their future. We'll work with you closely to establish your needs and objectives, before advising you.

We're always available for a question or a chat, so start planning your future today. Request a callback or book a free initial consultation now

Overall satisfaction
Customer Service
Industry Competence