About UsMeet Our Team
Craig joined us in January 2019, but has been involved in financial services since 2013. He was initially employed by Prudential as a modern apprentice and spent 4 successful years with them building his technical knowledge and gaining professional qualifications. This led to him being offered a wonderful opportunity to work in Dubai for 18 months which has again helped his development. Now that he has returned to the UK he is looking forward to continuing his progress with us and working towards Chartered Financial Planner status.
Why my job is important
“My role is to support the team by carrying out research and analysis that will help us build clients a solid financial plan. I will also support the financial planners during meetings by taking additional notes and helping clients with general queries. The more support I can give the financial planners, then the more time they have to spend with clients talking about the issues that are important to the client.”
“Life isn’t a rehearsal. Figure out what you want to do with the time you have left and then engage with a financial planner to find out how soon you can stop working and start doing what you really love.”
In his spare time Craig spends time with family and friends socialising and he is another member of our staff who is a long suffering supporter of our local football club. His favourite tipple is pink gin, but he doesn’t want us to tell you that! Craig has achieved the Chartered Insurance Institute’s Diploma in Regulated Financial Planning in March 2019 and will now start working towards the Advanced Diploma qualification in Financial Planning, with a view to achieving Chartered status.