Craig is an independent financial adviser with over ten years’ experience in the industry. He specialises in investments, protection, tax planning and pensions. Prior to working at CA Financial Services, Craig was a teacher of Business Education at Palmers College in Essex.
When you decide to work with us, you’ll be given a highly experienced and dedicated Financial Adviser who will partner with you right from your initial review through to your annual reviews.
Your Financial Adviser will be your ‘go to’ contact, available whenever you need them to review plans and investment opportunities, consider tax break options and saving schemes. They will also ensure that your portfolio mix is the most appropriate for your risk profile.