Craig began his career in financial services straight after completing his A-levels, beginning at Axa Equity & Law. He joined Gibbs Denley in 2010, after 9 years at a small Independent Financial Adviser’s firm in Warwickshire. During the 7 years he has been with Gibbs Denley, Craig has been made an Associate Director, and is working toward gaining Chartered Financial Planners status.
The main focus of Craig’s role is in providing tailored advice to a wide range of clients, with his expertise being in tax planning and helping individuals of High Net Worth realise their goals, for example with complex areas such as Inheritance Tax and Trusts. Many of his clients are currently business owners looking to extract profits in an efficient way, or are retired or former business owners.
Craig is also responsible for writing and updating all of the technical brochures that Gibbs Denley produce, doing his best to explain complex issues in a way that is accessible to everyone. Recently, he +has also been developing Gibbs Denley’s Business Protection offering.
“People often underestimate what tax-free allowances are available to them,” says Craig. “When it comes to High Net Worth households, this can get complex quite quickly, and it’s our job to make it as simple and as efficient for them as possible.”
Outside of work, Craig is an avid motorsport enthusiast, and has a keen interest in cars.