Craig

Financial Planning Analyst

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01937 223 055

At work

Craig joined the Berry & Oak team in January 2025 as Client Relationship Manager and holds the Diploma in regulated financial planning. Craig started studying towards the Chartered status. Craig is keen to progress his career and become a financial adviser.

At home

Craig has recently moved house, so most weekends are now spent renovating, but he also loves fitness with CrossFit and running taking up most of his mornings and evenings.

In the spotlight

What do you like about working at Berry & Oak?

The whole team is really knowledgeable, constantly bouncing ideas of one another and want to help where they can.

What does the day in the life of a Financial Planning Analyst look like?

Each day really is different which is great. It can vary from writing reports, sitting in on client meetings, researching the best investment products and making sure everything is well documented to meet industry standard.

What are your top three life highlights so far?

  • Diving the Great Barrier Reef & Whitsunday’s
  • Completing The Leeds Marathon
  • Marrying my Wife

What is an ability you wish you had?

Being able to fly

What’s currently top of your bucket list?

I would love to complete an Iron Man and even more travelling.

Which song gets you on the dancefloor?

Pitbull – Fireball

What’s the one talent you have, that people would be surprised to know about you?

I can dislocate my shoulder blades and pop them out ….

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Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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