0330 038 8940
Based in Bath
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
Last checked: 28 March 2025
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
47
Recent Client Reviews
Craig has received 47 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 47 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Craig has not yet added their qualifications to their profile
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Craig has not yet added their qualifications to their profile
Transparent Fees
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Craig has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
Last checked: 28 March 2025
Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status
47
Recent Client Reviews
Craig has received 47 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Craig has received 47 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Craig has not yet added their qualifications to their profile
Qualifications not yet added
Craig has not yet added their qualifications to their profile
Transparent Fees
Craig has not yet added their fees to their profile
Fees not yet added
Craig has not yet added their fees to their profile
Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising private clients on investments, retirement and inheritance tax planning, as well as business owners on retirement and protection planning. Previously, Craig worked in the City of London as a derivatives trader and was one of the few traders to be a member of the LIFFE exchange from its opening in 1982 to its closure in 2000. Craig is married with two children and lives near Bath. Away from work, Craig likes to keep fit and is a keen supporter of Bath Rugby.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Craig's clients
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