Key Services
As a chartered financial planner, Craig offers tailored advice across a range of financial planning areas. This includes advice on pension planning, investment planning protection planning, equity release and mortgages.
Craig is known for his passion for financial technology, ensuring his clients benefit from the latest tools and digital efficiencies, including his use of cashflow modelling to bring clients’ financial plans to life in a clear and engaging way. Craig’s ability to combine a human approach with smart technology helps his clients to feel in control, informed, and confident in their decisions.
Guisborough-based Craig understands the importance of professional connections and has developed a strong network of professional relationships with local solicitors, accountants, and other professionals, often collaborating on complex cases and receiving regular referrals for the quality, clarity, and care he brings to every client interaction.
Career Profile
Craig has worked in financial services for over two decades. Prior to joining the team at Active Chartered Financial Planners (in July 2025), Craig spent 14 years as a wealth planner at another respected local firm where he developed a reputation for clear, practical advice and long-term client relationships.
As a chartered financial planner, Craig brings a wealth of knowledge and experience in not just financial planning, but also technical knowledge, and personal insight to his new role here at Active Chartered Financial Planners.
Hobbies and interests
Outside of work, Craig enjoys spending time with his wife and three children.
He keeps fit by playing football, which helps balance the demands of a busy professional life.
Qualifications
Advanced Diploma in Financial Planning (RQF Level 6) with the Chartered Institute of Insurers (CII)
