Areas of expertise
Personal financial planning in the areas of tax efficient investments and asset management, financial protection, retirement planning and inheritance/estate planning.
Craig has extensive experience of providing holistic, sound independent financial advice to high net worth private clients as well as trusts, charities, pension funds and corporate clients. Craig works closely with his clients to get a comprehensive understanding of their financial situation to enable them to grow, protect and transfer their wealth using the most tax efficient strategies. He enjoys building strong relationships that are based on trust and integrity and has been effective in advising families spanning several generations. Craig has advised ultra high worth individuals including senior executives of large privately owned companies and Sunday Times Rich list entrants.
- Certificate in Private Client Investment Advice and Management
- Craig is a Chartered Fellow of the Chartered Investment and Securities Institute