Craig has worked in the Financial Services industry for over 30 years, after initially training as an Accountant, in 1995 Craig joined the Halifax Building Society, which eventually became Lloyds Banking Group. Craig subsequently worked all over the country during his employment with the Bank, working as part of a highly successful Senior Management Team before being personally invited to join St. James's Place in April 2015.
Craig has built a reputation for being a specialist in providing holistic, high level financial planning services to his personal and business clients, helping them to achieve their goals as their financial needs have evolved over the years.
Craig believes that Planning for a financially secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. By providing a professional Face to Face service, Craig is passionate about delivering bespoke Financial Plans designed to meet a range of short and long-term needs by providing the appropriate advice and guidance now and in the future, no matter how circumstances change.
The majority of Craig’s new clients are referred to him through personal recommendations, which is on the back of the longstanding, trusted and professional relationships that he builds with professional connections and clients alike
Outside of work Craig is married to Rachel, they have a teenage son, Jamie, and 2 dogs. Craig and Jamie’s favourite pastime is Football and both are avid supporters of Huddersfield Town. Craig also spends his spare time volunteering with local organisations and is currently the Treasurer for the Village Scouting Group and the village District Football Club.
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.