Craig Richards DipPFS,  Cert CII (MP&ER) LLAA
Independent Financial Planner

Craig has over 30 years of experience in the financial services sector. He began his career as an office clerk at a well-known bank before moving on to work with several major life assurance companies. He later transitioned into advisory roles, starting as a Mortgage & Protection Adviser with a prominent independent financial advisory firm in the Bath/Bristol area. He subsequently qualified as an Independent Financial Adviser. 

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Throughout his career, Craig has undertaken extensive professional training and holds a Diploma in Regulated Financial Planning. He is also fully accredited by the Society of Later Life Advisers (SOLLA) in Care Planning, Equity Release and Retirement Planning. 

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Known for his friendly and patient approach, Craig is committed to putting clients first. He takes his time to understand each client's unique circumstances and objectives in order to recommend the most suitable solutions. Clear, honest communication is at the heart of his advice, ensuring clients feel confident and fully informed at every stage. 

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Outside of work, Craig is a devoted family man who enjoys spending time with his wife and children. 

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​Professional Memberships & Qualifications

• Diploma in Regulated Financial Planning

• Certificate in Equity Release

• Award in Long Term Care Insurance

• Certificate in Life & Pensions

• Member of the Society of Later Life Advisers (SOLLA)