The company can trace its roots back to the 1980s when Geoffrey Craig helped establish a consultancy to mainly advise architects and associated practices. Since that time, the business has evolved and now has a diverse range of clients from all walks of life.
Unlike some firms, we are Independent Financial Advisers which means that we have no associated ties with any insurance company.
We are directly authorised by the Financial Conduct Authority and have expertise in a wide range of financial matters.
Sadly, Geoffrey died in August 2017, but the company has continued to build on the foundation he established.
Grant has a long association with the company and is the lead adviser. Grant has considerable experience in Financial Services and the person you will be directed to if you require a discussion about your financial needs.
Grant is married and has two adult children. He enjoys tinkering with and showing his classic sports car, keeping fit and holidaying in Sardinia and Sicily; other destinations are available!
Kevin has more than 26 years’ service. Kevin is responsible for office management and research to support the advice process. He also heads up the existing client ongoing review service and is responsible for the administration of online trading.
Kevin is married with an adult son and has interests in wildlife conservation volunteering and music.
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Nick joined the company a few years ago and is responsible for compiling investment and pension reviews for clients. In addition, Nick is available to provide financial advice arising from clients’ reviews.
Nick is married and has two children. He enjoys music, films, walking and trying to keep himself fit!
Lisa is a long-standing employee who deals with the company’s administration and our reception. Lisa will probably be the first person you speak to.
Outside of work Lisa enjoys walking her dog and helping her husband to build their own house, which she hopes will be finished one day!
Frances has continued her association with the firm following Geoffrey’s death. She has a Financial Services background having worked in the industry prior to having a family. She now deals with the firm’s finances and all H.R. matters.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01892 800810, or email firstname.lastname@example.org