Senior Partner Practice of St. James's Place Wealth Management
Craig has been in financial services for 20 years and a Financial Adviser for over 17 years, for the last 10 years he has been part of the St. James's Place Partnership.
In October 2019 Craig chose to become part of the Navigation Wealth Management team by merging his own successful practice with Navigation, this merger allowed Craig to spend more time doing the job he enjoys most, spending time with clients focusing on their needs and helping them realise their goals
Craig is focused on understanding his clients concerns and their financial objectives, he works closely with them to build a suitable plan to address their requirements.
Craig provides bespoke financial planning to individuals and specialist advice to clients in investment and trust planning.
Due to the service that Craig provides many of his clients have continued to work with Craig for over 15 years benefiting from increased wealth and financial knowledge.
When not offering financial planning advice Craig likes to spend his time with family and friends.
He believes in pushing his limits as a person and endurance athlete, always looking to achieve the unachievable in events such as ultra marathons and Ironman’s.
Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: One Eleven, Edmund Street, Birmingham, B3 2HJ, United Kingdom.