Craig Harrison

Chartered Financial Planner, Partner

Craig recognises every client has a distinct idea of what financial independence means to them. Through collaboration and a commitment to understanding every client’s unique goals, Craig delivers bespoke financial advice. He helps clients clarify their goals and then structures their financial affairs in a tax efficient manner, maximising returns as they pursue their objectives.

Craig is an experienced adviser with over 20 years in the industry. He specialises in providing comprehensive advice on a range of subjects including retirement and estate planning, and tax efficient investing. His clients are typically high net worth individuals, business executives and entrepreneurs.

He is a Chartered Fellow of the Personal Finance Society and holds the Investment Management Certificate. He has won several industry awards and been recognised by the ‘FT Adviser’ publication, which awarded him the title of ‘Overall IFA of the year’ and ‘Group Pensions Adviser of the year’ on two separate occasions.

Craig believes most clients aspire to their own version of financial independence and enjoys collaborating with them to help achieve their aims.