Unlock potential in your life & wealth
We passionately believe that there’s a better way to approach financial advice than the traditional model – one better aligned to personal values and long-term goals. So we decided to develop a process that better fits with our own beliefs and ultimately delivers a richer service and better results for those we work with.
Introducing our Client Value Promise
Align your financial choices with your most important goals and most deeply held values
Get your entire financial house in order, and keep it that way forever
Have a level 10 confidence that no matter what happens in the markets, the economy or the world, you will achieve your goals
Meet your team
Founder & managing director
Founder & Managing Director
Craig is a highly experienced Financial Planner and is known for his intrinsic ability to see past the obvious, translating the contents of a complex conversation into a plan that’ll achieve the desired outcome.
Craig truly believes that his vision for the financial futures of his clients will succeed, bringing long lasting positive change. He has the skills and talent to influence and lead his clients through their financial plan and ultimately provide real financial security.
Craig is a Chartered Member of the Chartered Institute of Securities and Investments (CISI), a Chartered Wealth Manager and internationally recognised Certified Financial Planner practitioner (CFP™).
As well as a practicing Certified Financial Planner professional – Craig is also an external specialist on behalf of the CISI to assess and mark new candidate’s Financial Plans who are on the route towards accreditation. Craig is also an associate member of The Society of Trust and Estate Practitioners (STEP).
Craig lives with his partner Kasia and their much-loved Cocker Spaniel – Coco. When not working, Craig spends his time shooting, mountaineering & mountain biking. His lifelong passion is cars having previously competed at international level.
Meet your team
Retirement & Life transitions coach
Retirement & Life Transitions Coach
Kasia coaches personal and corporate clients on a one to one and group basis, helping people to reinvent their relationship with money and work towards life goals in harmony with their values. An experienced coach and mentor, Kasia has extensive experience in working with diverse organisations such as Aerospace, International Law and Global Commercial Estate companies.
Kasia is a member coach of the International Coach Federation (ICF) and holds a Banking and Economics degree from the Nicolaus Copernicus University (Torun, Poland).
As you may have guessed – Kasia lives with Craig and Coco. Outside of the business, Kasia loves running, cycling and hillwalking. In 2017, Kasia cycled from London to Paris as well as conquering Mount Kilimanjaro in Tanzania. Craig waits with baited breath what 2018 and beyond may hold….
Meet your team
Our specialist support team assist with day to day operations, fulfilling the following vital roles, to enhance our client experience and Client Value Promise;
- Investment Committee, Portfolio Construction & Due Diligence
- Administrating Support & Report Writing
- Estate & Trust Planning
- Tax Planning
- IT & Technology.
Lastly, we are proud to be a member firm of Best Practice, Chartered Financial Planners. Best Practice are a network of over 90 leading Financial Planning Firms in the UK promoting high-level of market standards through the provision of back-up resource, training and compliance support.
Best Practice IFA Group is the only Chartered Financial Network in the UK. It is fully independent and impartial and aims to provide its members with the best service and support in the UK.