Craig Pugh

Later Life Wealth Management Ltd

DH9 7XN

FCA Number: 931901

9.6 out of 10
11 verified reviews on
Verified Advisers

I advise on

Pension Planning
Investment Planning
Arranging Will and Lasting Power of Attorney
Personal and Business Tax Planning
Living Trust and Will Trust Planning
State Benefits Guidance
Long Term Care Guidance
Advice on Insurance to Protect Life, Illness and Income

Accreditations

CertLTCP
Certificate in Mortgage Advice and Practice (CeMAP®)
Certificate in Regulated Equity Release (CeRER®)
Diploma for Financial Advisers (DipFA®)

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Consumer Duty scores

Products and Services

9.6 / 10

Based on 21 responses

Price and Value

9.3 / 10

Based on 21 responses

Consumer Understanding

9.8 / 10

Based on 21 responses

Consumer Support

9.7 / 10

Based on 21 responses

Last updated 30 October 2026

What clients say

Craig help me understand what to do with my pension

July 2026

We had an excellent experience with Craig. He was professional and knowledgeable, and took the time to understand our individual circumstances before tailoring his advice to suit our needs. He explained all of our pension options clearly and in detail, making sure we understood everything and felt confident in our decisions. Craig has a friendly, approachable manner, making the whole process straightforward. We never felt rushed or under any pressure to reach a decision. We would highly recommend Craig to anyone seeking expert pension advice.

July 2026

Craig was very personable without being “pushy” and easily available throughout the process. Being the first time we have used an official Independent Financial Advisor we were anxious about investing such a large sum of money, however these were allayed so we proceeded with the investment.

July 2026

Craig Pugh
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