Craig Chapman

Craig Chapman

Fidelius Ltd

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Bath
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Top Rated 2026
Verified since: December, 2023

4.7 out of 5

130 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 January 2026

    Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status

  • 28

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 28 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 August 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising private clients on investments, retirement and inheritance tax planning, as well as business owners on retirement and protection planning. Previously, Craig worked in the City of London as a derivatives trader and was one of the few traders to be a member of the LIFFE exchange from its opening in 1982 to its closure in 2000. Craig is married with two children and lives near Bath. Away from work, Craig likes to keep fit and is a keen supporter of Bath Rugby.