i. The value of pensions and investments can fall
as well as rise. You may get back less than you invested
ii. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people
iii. The Financial Conduct Authority do not regulate Estate & Succession Planning
Craig joined Lifetime Wealth in 2017 to spearhead our business in Wales. Craig has 20 years working in the Financial Services profession. He has worked in Bank Assurance and as an Independent Financial Advisor. He has also successfully managed many Financial Advisory teams. He is a Fellow of
the Chartered Insurance Institute and a Chartered Financial Planner. Craig has lived his whole life in South Wales. He now lives in Bridgend with his wife and young daughter. In his spare time, Craig is a keen runner, swimmer and triathlete. He has recently competed in his first marathon.
His areas of speciality are pension transfer advice (including final salary advice), estate & succession planning and investment planning.
• Chartered Financial Planner
• CII Fellowship
• AF3 – Advanced Pension Planning • CF8 – Long Term care Advice
• ER1 – Equity Release Advice
• Ba (Hons) Business Studies