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.
Craig supports Wren Sterling’s commitment to the Pension Transfer Gold Standard, helping consumers recognise good practice, ethical and professional standards. He is proud to be part of Wren Sterling’s team and champions the firm’s values with the uncompromised advice, approachability, clarity and genuineness that sets us apart.