Craig is a financial services professional with over 7 years of experience, specialising in investment and retirement planning. He is passionate about helping clients reach their financial goals by creating client-specific financial plans.
He started his career in financial services in an administration role with a local firm, where he had the opportunity to build a solid foundation of knowledge and experience. This role allowed him to learn from the ground up, gaining valuable insights into financial operations and client relations. Through dedication and continuous learning, Craig earned his CII Level 4 Diploma in Regulated Financial Planning.
He believes that a key component of effective financial planning is establishing strong, personal relationships. By understanding each client’s individual needs and goals, Craig can provide tailored advice and support that aligns with their specific circumstances.
Based in Perth but with clients across most of Scotland, location is not an issue. Craig offers both virtual and in person meetings.