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Craig Chapman

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Craig Chapman
Craig Chapman
Dip PFS
Independent Financial Adviser

Craig has been providing Financial Advice for over 20 years and before joining the Vision team enjoyed a successful and rewarding career within Nat West and the RBS group.

His background with Nat West and RBS gave him the opportunity to provide financial advice to personal, commercial and corporate customers, with the latter 10 years working as an Independent Financial Adviser.

Craig can offer expert advice across the full range of financial planning areas, and specialises in Inheritance Tax and Investment Planning.

Over his career working within one of the largest financial institutions in the world he has had the benefit of meeting and learning from a diverse range of both clients and mentors. It’s that experience that helps him to provide not only the technical planning, but the personal understanding of each individuals situation.

Craig is particularly pleased to enjoy the confidence of a number of ‘family clients’ advising on the needs of different generations from long term care at one end of the spectrum to trust investment for children/grandchildren at the other.

He is passionate about developing and maintaining a relationship with clients based on trust and loyalty, not just for the short term but for many years to come.

As a truly Independent, his ability to offer ‘whole of market’ advice (meaning  not being restricted to a limited range of products or providers) is fundamental to delivering the solutions his clients need for both their personal, family and business needs.

On a personal note, Craig is married and has two young sons who keep them both very busy with a hectic sporting and social agenda. A keen supporter of his younger son’s football team, Craig tries to keep his own fitness up by swimming as often as he can and in the summer months loves to cycle along coastal routes early in the morning.

Craig would welcome the opportunity to meet with you to discuss how he might best help you and can be contacted using the details below.

07414 704747 or email

 

‘When he visits its like meeting an old friend and I feel he knows my needs and meets my concerns. I can contact him at anytime and he will help with any queries I have.’