Craig is an experienced adviser with over 20 years in the industry. He specialises in providing comprehensive advice on a range of subjects including retirement and estate planning and tax-efficient investing. His clients are typically high-net-worth individuals, business executives and entrepreneurs.
Craig believes, most clients aspire to their own version of financial independence, and Craig enjoys working with his clients to help them achieve their own aims. To achieve this, he focuses on helping them to understand what their goals really are and then structures their affairs in a tax efficient manner and in such a way as to maximise their returns in pursuit of their aims.
He is a Chartered Fellow of the Personal Finance Society and holds the Investment Management Certificate. He has also won several industry awards and in particular has been recognised by the ‘FT Adviser’ publication, which awarded him the title of ‘Overall IFA of the year’ and ‘Group Pensions Adviser of the year’ on two separate occasions.
Outside of work, having long since hung up his rugby boots, Craig keeps active by playing golf at his local club in South West London and venturing out on the occasional run.