A warm Thomas Carroll welcome to Craig Butler, our new Independent Financial Adviser who recently joined our growing wealth management and employee benefits team.
Craig is a Chartered Financial Planner and Fellow of the Personal Finance Society. The Charter is seen as an industry-wide kitemark for trust and quality, which ensures clients receive the highest standard of advice available.
An associate member of the Society of Later Life Advisers (SOLLA), the organisation dedicated to providing regulated financial advice to older people and their families, Craig is set to achieve full accreditation in February 2019. There are only a handful of Independent Financial Advisers in Wales with this title.
A Wealth of Experience
Prior to joining Thomas Carroll, Craig gained experience working across a variety of wealth management and financial planning areas for Lifetime Wealth Management, HSBC and Santander.
Areas of Expertise
• Wealth management for private individuals
• Complex financial planning for business owner managers
• Retirement planning
• Later life advice
Commenting on the move, Craig said:
“I’m proud to join a team of highly qualified individuals who have built long-lasting and trusted relationships with clients. Thomas Carroll has a reputation for high quality financial planning and advice tailored to high net worth clients and their families.”
Outside of work, Craig, who lives in Bridgend, enjoys running, reading, cooking and a good pint of beer!
Get in touch
If you have any questions or need advice on wealth management, contact Craig today on 02920 853750 or at firstname.lastname@example.org.