An Enlightened Approach

At Criteria, we deliver industry-leading financial planning and wealth management with unparalleled, personal service. We will provide you with a clear path to success and keep you at the centre of the decision-making process.

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Whether you are a private client, a trustee or a corporate client, you can expect a perfectly tailored service to meet your needs.

Our highly qualified and experienced staff use their personal expertise, together with extensive research, to deliver expert advice regarding financial planning and wealth management.

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Private Clients
Private Clients

We identify each client’s unique needs and tailor our offering accordingly. A wide range of services are available, including advice on financial planning, pensions and an execution only service.

Corporate Clients
Corporate Clients

Every business is different so we will work with you to ensure your company has the best benefits solution. We offer both employee and business protection, plus pensions for employers.

Pensions
Pensions

Organising a personal or corporate pension plan can be a daunting task. Our skilled team are here to assist you throughout the process, making it straightforward and easy to manage.