Craig Howard

Reviews and Ratings for Financial adviser Craig Howard, York

Chartered Financial Planner

"The types of people I most enjoy working with are those who are enthusiastic, energetic and open to suggestions on their finances. I enjoy hearing about their life experiences and what they want to achieve in life."

Work

Craig helps clients who are at different stages of their lives. This may include protecting their first home, retirement planning for now or in the future, or helping them pass their wealth on to future generations.

Getting to know his clients well is Craig’s priority, as is building a longstanding relationship that will allow him to help them through their various life stages.

The things Craig likes most about being a Chartered Financial Planner are all the little wins he’s able to deliver for his clients. He also loves meeting new people and being part of the PenLife team.

Rest and play

Craig lives in York with his partner, Laura. The couple enjoy visiting National Trust houses and having weekends away, and they are partial to a board game.

Craig also enjoys going on holiday. Together with Laura, he has many places he’d like to tick off his travel bucket list.

Craig in the spotlight

On an ideal weekend, you can find me:

Relaxing and exploring with Laura.

My favourite holiday destination is:

Anywhere with good scenery.

If I could be any fictional character, I would be:

Wallace from Wallace & Gromit.

If I could turn any activity into an Olympic sport, I would win a medal in:

People-watching.

When the dessert menu arrives, I’m looking for:

Chocolate fudge cake.

The three qualities that draw me to new people are:

Kindness, politeness, and a good sense of humour.

My pet peeve is:

People jumping the queue.

The three people at my dream dinner party would be:

Ben Fogle, Kevin McCloud, and Simon Reeve.

The three small things that make my day better are:

Good weather, a plan for the day, and hot chocolate.

Meet the rest of us

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