International Financial Adviser
Date of Joining BFMI
Craig has been working in the Financial Services industry since 1988, and as an Independent Financial Adviser since 1997. Over this time Craig has seen many cycles and changes and has been able to navigate clients through the complexity and dramatic changes that have occurred over that period. Craig will take the time to understand your needs both now and in the future and ensure that your financial goals can be achieved.
Areas of Expertise
- Pension Transfers
- SIPPs / SSAS / QROPS planning
- Specialist Tax Solutions
- Offshore Investment Planning
- Holistic Cashflow modeling
- Succession and Inheritance Planning
- Financial Planning Certificate (1993)
- G60 Pension Transfer Specialist Qualification (1997)
- Advanced Financial Planning Certificate (2002)
- Certified Financial Planner (2007)
- Chartered Member of the Chartered Institute for Securities and Investment (2015)
- R08 Retirement Options (2015)
- Operating as a Pension Transfer Specialist since 1997.
- Chartered member of CISI.