Advising clients since: 1998
Qualifications: DipFP, Certificate in Mortgage Advice
Areas of expertise: Investments, Retirement Planning, Small Businesses, Executive Planning
Having joined the industry in 1998, Craig’s expertise takes away the time-consuming complexity associated with investment planning and associated taxation benefits.
Many of Craig’s existing referrals come from people making decisions about retirement solutions or constructing investment portfolios and looking to preserve their wealth.
Craig has an excellent reputation for putting the client first with innovative planning. He is based out of our Exeter office, whilst continuing to look after, and work with, clients in London.