He has worked for a national financial planning business, a local IFA firm, and a major high street bank. He has extensive experience advising on investment, pension, and retirement strategies.
He is a member of the Personal Finance Society and the Chartered Insurance Institute. Craig gained his Diploma in Regulated Financial Planning in 2013, holds the Certificate in Advanced Mortgage Advice, and is currently working towards the Advanced Diploma in Financial Planning on his pathway to Chartered Financial Planner status.
Craig’s approach focuses on building trust and simplifying complex financial matters. He creates clear, practical plans that align with each client’s goals and enjoys helping people feel confident when making important financial decisions.
Outside of work, Craig is a proud Cumbrian, a keen supporter of Carlisle United, and an enthusiastic cyclist. He has completed a charity trek along the Inca Trail to Machu Picchu and hopes to one day take part in a multi‑stage cycling event held ahead of the Tour de France.
