APFS
Craig is a Chartered Financial Planner and joined Attivo in 2024. Craig is an Associate Member of the Personal Finance Society (PFS) part of the Chartered Insurance Institute (CII).
He covers all areas of wealth management including, pensions, inheritance tax and estate planning, taxation, cashflow modelling and has extensive experience in working with SME business owners.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Craig holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Craig holds the following Advanced Financial Planning Papers:
Financial planning: Craig builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons
