Craig has been providing financial advice for over 26 years. He previously worked at NatWest for over 30 years and in 2017 achieved the prestigious Advanced Diploma with the Chartered Insurance Institute becoming a Chartered Financial Planner.
He takes pride in developing and maintaining relationships with clients, helping them achieve their financial goals with regular reviews. As a truly independent adviser he has the ability to offer ‘whole of market’ advice, which is of utmost importance in providing excellent service and delivering outstanding solutions to his clients.
Craig brings a wealth of experience and knowledge helping advise all clients with investments, pension planning, protection and inheritance tax planning. Craig is also able to regularly review your existing plans to help you achieve your future financial goals.
Craig lives in Cranleigh with his wife Sabina and his two daughters, Rebecca and Jessica. He enjoys sailing, swimming and playing squash in his spare time.
Craig would welcome the opportunity to discuss your requirements in more detail and can be contacted on 07928 646405 or via email
‘All round excellent service – Craig is professional, approachable, knowledgeable and I have every confidence in him. A pleasure to do business with him.’
‘Craig has approached our investment needs with consideration and professionally. He has listened to my requirements and I remain confident we shall achieve them with the right approach.’
‘Craig took endless trouble to explain in detail all aspects of these investments. Nothing was too much effort for him.’
‘Having spent 35 years ignoring all pension related matters, my adviser quickly and efficiently extracted and completed all the very information to develop a pension plan. The advice was excellent and has potentially introduced significant savings and increased benefits to the plan!’
‘We have worked with Craig Clarke for around 15 years and he is meticulous in his support and advice. He will always respond to additional requests beyond the agreed bookings.’