Ian Craigie

Ian Craigie
Ian Craigie
Top 5 Business Activities
Top 5 Business Activities
    1. Investment Planning
    2. Retirement & Pension Planning
    3. Trust* & Estate Planning
    4. Protecting You & Your Estate Against Risk
    5. Tax Planning *Trusts are not regulated
    by the Financial Conduct Authority.
Business Description
Business Description
    As a Financial Adviser and Associate Partner of St. James’s Place, my aim is to help people manage their personal finances, now and on an ongoing basis, by providing financial and wealth management advice. My advice is tailored to meet your individual personal and business goals.
Company Profile:
Company Profile
I provide wealth management advice to clients based across London and South East. I seek to guide each client successfully through life’s financial journey by enabling them to identify key financial planning targets and by designing bespoke solutions to help you achieve those goals. After enjoying a successful career as an academic biologist, working all over the world, I decided I wanted to work in a more people-focused sector and I was invited to join St. James's Place Wealth Management in 2016. I relish the opportunity to work with a diverse range of clients, such as entrepreneurs, and Senior Directors and Partners within financial institutions, as well as legal and accounting professionals. The Partner represents only St. James’s Place Wealth Management plc (which is authorized and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more of which are available on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and ‘Partner’ are marketing terms used to describe St. James’s Place representatives.

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