0330 038 8940
Based in Leamington-Spa
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 May 2025
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Craig has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Craig has not yet added their fees to their profile
Fees not yet added
Craig has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Craig
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 May 2025
Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Craig has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Craig has not yet added their fees to their profile
Fees not yet added
Craig has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Craig
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 6 first impressions)
I specialise in Inheritance Tax Planning and Retirement Planning. I am passionate about helping individuals and families structure their estate in the most tax efficient manner, with the aim of them leaving the kind of legacy that can benefit their loved ones long into the future. This is best summed up by the term Inter-generational Planning. There is an overlap with retirement planning and helping my clients to plan for an affordable and tax efficient retirement is really important to them. I am very proud to have achieved Chartered Financial Planner status. The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals. I have a commitment to continuous professional development in order that I can keep my knowledge of the ever-changing financial planning industry current, ensuring the best financial solutions for my clients. I am originally from Yorkshire but have lived in Leamington Spa since 2010 with my lovely wife and two fantastic boys. (I know I am biased on all counts). When not helping my clients with their financial planning, I am often found at the side of some kind of pitch or court watching my sons play sport. We love spending time together as a family and really enjoy our holidays. Amongst other sports, I play tennis and golf and for two months in 2021, I was a very keen cyclist, having "virtually" cycled across Vietnam to raise money for the St. James's Place Charitable Foundation. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Craig's clients
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