Having joined the industry in 1998, Craig’s expertise takes away the time-consuming complexity associated with investment planning and associated taxation benefits. Many of Craig’s existing referrals come from people making decisions about retirement solutions or constructing investment portfolios and looking to preserve their wealth. His strength is in understanding a situation and presenting complex information in a way clients can comprehend effectively in order to identify, prioritise and structure their planning objectives with his guidance.

Craig has an excellent reputation.  Having spent earlier  years in London he is now bringing up a family  in  the Southwest  . He enjoys  seeing clients in Exeter and in London from our Fleet street office . In his spare time Craig  enjoys sporting activities, outdoor pursuits and travel.