View qualifications Craig in the spotlight

Meet Craig Howard

Chartered Financial Planner

At work

Craig joined the PenLife team at the start of 2022 as an experienced Financial Planner and achieved Chartered status in 2023. Specialising in investment, pensions and inheritance tax planning advice, Craig helps clients plan for their futures, work out what they want to do with their time and money and then encourages them to do it. Be it a long-awaited gift to a loved one or reassuring them that they can retire earlier than they had planned. Craig has a knack for being able to help convey complex information in an easy to understand fashion.

At home

Take a walk down by the River Ouse in York and you may spot Craig! His passion is rowing and he is a member of York City Rowing Club. When he’s not on the water, he likes to it easy with a spot of golf.

The important stuff

All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.



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