Gordon Craft
FPFS Chartered Financial Planner
Gordon has worked in financial services for over 20 years. Based in Hertfordshire, Gordon provides advice on all areas of wealth management, including Investment Planning, Inheritance Tax Planning and Retirement Planning, within London and throughout the Home Counties.
As well as achieving Chartered Financial Planner status, which is the industry’s gold standard for financial planners, and is currently held by only a select number of individuals and firms in the UK, Gordon has also reached the status of Fellow of the Personal Finance Society.
About
Traditional financial planning can seem quite formulaic, with advisers basing their solutions on the products they have access to rather than the life goals you sought advice for in the first place. This can leave you wondering whether a detailed plan for your way forward is even possible.
Chasebridge Wealth Management takes a very different approach. We are focused on you, and your specific circumstances and aspirations. We want to make a difference, to improve our clients’ financial health and well-being through a personalised, individual service, with access to a far broader suite of products and decades of experience with which to offer intricately tailored ongoing advice.
I have also reached the status of Fellow of the Personal Finance Society and I am suitably qualified to provide advice to clients with Final Salary Pensions, a detailed and complex area.
This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I exercise regularly, play golf, ski, and have recently passed a Padi open water scuba diving course.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a Trusts* and Estate Planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
