Craig has over 17 years of experience helping families and individuals with their Financial Planning within the UK, Hong Kong and now Vietnam. He takes a holistic approach to Wealth Management to ensure he looks at all areas of his clients current arrangements , listening to their aims and objectives in order to help them make balanced financial decisions.
Craig places an emphasis on customer service which has helped him develop a successful client bank through regular personal and client referrals. His clients find him personable which gives them confidence in his genuine interest for their financial security.
- Chartered Insurance Institute Level 4 - Pensions and Retirement Planning
- Confederation of Insurance Brokers - Hong Kong (CIB)
- HKIA - Principles and Practice of Insurance
- HKIA - Long Term Insurance
- HKIA - Investment Linked Long Term Insurance