Craig has 25 years’ experience in financial services. He advises private and corporate clients, Directors, Partners and High Net Worth individuals on investments, pensions, Inheritance Tax, trusts and other specialist areas of their finances.
Craig is a Chartered Financial Planner and Fellow of the Personal Finance Society, the highest designation awarded by the Chartered Insurance Institute. He holds numerous specialist qualifications, including the Advanced Pension Planning Unit AF3, covering Defined Benefit (or ‘Final Salary’) schemes and Safeguarded Rights.
No two clients are alike, so Craig takes time to ensure everyone is treated as an individual, with a tailored, thoughtful and professional approach to creating each solution.
In his spare time Craig enjoys motorsport, reading and likes to keep fit & active.