Craig joined our Leeds office in 2018 and is a Financial Planner. He creates financial plans and gives advice to a range of clients including individuals, trusts and corporates. He is proud of his private bank experience, which he believes helps him offer better long-term advice.
One of his specialisms is helping business-owning clients protect their assets while growing their corporate and personal wealth. He is also Head of Corporate Exits for the Leeds office and helps these clients manage the proceeds when they sell their companies.
Craig began his financial services career in 2003 for True Financial Planning, before joining Towry in 2005. He became a Financial Planning Manager for Barclays Wealth in 2008 and joined HSBC Private Bank in 2010, where he rose to Associate Director. He is a fellow of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment and has a private client investment advice and management qualification.
He says: “You can become apathetic about numbers. But helping members of a family realise that they can retire earlier than they thought really means something.”