Our People:

Craig Richards

Financial Planner

Craig Richards

Financial Planner


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


Craig has worked in financial services for over 27 years, so has a wealth of experience in the industry.

He started his career in 1995 in an administration role and worked his way up acquiring numerous financial exams and working in different financial settings including mortgages, Life and Pensions (where he worked for some large Life Companies) and Financial Advice.

As well as providing holistic financial planning, Craig can also advise on Equity Release.

In his spare time Craig likes keeping himself fit and healthy at the gym, he enjoys sport, especially football and spending time with his family.


  • General Practitioner
  • Care Fees Planning
  • Equity Release
  • Tax Efficient Investing
  • Retirement Planning & At Retirement