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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.
Meet the rest of us
Refer a friend
Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay you £50. For every referral after that, we’ll increase it to £100. And you can refer us to as many people as you like.