Penrith
Craig has over 20 years of experience in the Financial Services industry.
He has worked for a national financial planning business, a local IFA firm, and a major high street bank. He has extensive experience advising on investment, pension, and retirement strategies.
He is a member of the Personal Finance Society and the Chartered Insurance Institute. Craig gained his Diploma in Regulated Financial Planning in 2013, holds the Certificate in Advanced Mortgage Advice, and is currently working towards the Advanced Diploma in Financial Planning on his pathway to Chartered Financial Planner status.
Craig’s approach focuses on building trust and simplifying complex financial matters. He creates clear, practical plans that align with each client’s goals and enjoys helping people feel confident when making important financial decisions.
Outside of work, Craig is a proud Cumbrian, a keen supporter of Carlisle United, and an enthusiastic cyclist. He has completed a charity trek along the Inca Trail to Machu Picchu and hopes to one day take part in a multi‑stage cycling event held ahead of the Tour de France.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
