Working across all areas of advice, Craig provides his clients with a personal and tailored financial planning service.
Craig believes that long term financial planning is not just about initial advice, but about building an ongoing relationship in order to create a personalised, flexible financial plan for the future, that will meet the changing needs of his clients.
Craig’s clients include individuals and families from a wide spectrum, who have sought advice because they are going through a transitional time in their life. Perhaps reaching a milestone makes them think about retirement, or other changes such as divorce or redundancy or even receiving an inheritance, which has made them stop and think about what they would like their future to look like.
Craig’s areas of expertise include tax-efficient investing, pension planning (both pre and post-retirement), inheritance tax planning and arranging protection.
Outside of Work
Craig lives in Nottingham with his wife Anna and young son Jasper. Outside of work most of Craig’s time is spent entertaining his young son, but on those rare occasions he has spare time, he enjoys live music, eating out, and watching Manchester United.
Craig achieved his Chartered Financial Planner status in 2018; this demonstrates the highest standards of knowledge, capability, and practice. He has been a STEP (Society of Estate and Trust Practitioners) Affiliate since 2020 to support his work with estate and succession planning.
Before moving into the world of finance, Craig graduated from the University of Bristol with a degree in Chemistry.
AdvDipIP – Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
RegDipFP – Regulated Diploma in Financial Planning
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.