Over the course of his career, he has worked with a wide range of clients, helping them make informed decisions around investments, pensions and retirement planning.
He is a member of the Personal Finance Society and the Chartered Insurance Institute, holds the Diploma in Regulated Financial Planning and the Certificate in Advanced Mortgage Advice, and is currently working towards the Advanced Diploma in Financial Planning. His broad experience enables him to provide clear and practical guidance across a range of financial planning needs.
Craig’s approach is centred on building trust, simplifying complex financial matters and creating clear, actionable plans tailored to each client’s goals. Whether helping clients plan for retirement, structure their investments or navigate periods of uncertainty, he focuses on giving them the confidence to make informed decisions about their future.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.