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Clear Vision.Bespoke Advice for our Clients.

Craig Clarke

Craig Clarke

APFS Chartered Financial Planner

Craig has been providing financial advice for over 26 years. He previously worked at NatWest for over 30 years and in 2017 achieved the prestigious Advanced Diploma with the Chartered Insurance Institute becoming a Chartered Financial Planner.

He takes pride in developing and maintaining relationships with clients, helping them achieve their financial goals with regular reviews. As a truly independent adviser he has the ability to offer ‘whole of market’ advice, which is of utmost importance in providing excellent service and delivering outstanding solutions to his clients.

Craig brings a wealth of experience and knowledge helping advise all clients with investments, pension planning, protection and inheritance tax planning. Craig is also able to regularly review your existing plans to help you achieve your future financial goals.

Craig lives in Cranleigh with his wife Sabina and his two daughters, Rebecca and Jessica. He enjoys sailing, swimming and walking the family dog in his spare time.

Craig would welcome the opportunity to discuss your requirements in more detail and can be contacted on 07928 646405 or via email


“I am very fortunate in having Mr Craig Clarke as my financial adviser, and I am very happy with the service he provides, and his help and guidance is greatly appreciated.”

"Our adviser provides us with sound advice and is always willing to answer our questions. We trust his judgement and we feel that he treats us with importance. Craig always has time for us and clearly plans his meetings with us."

"Craig has been exceptionally helpful with my finances in a very difficult situation – which was unexpected. We have used his advice for 17 years."

"Craig Clarke has been and continues to be very professional and helpful with every detail regarding our pension and financial investments. We are very lucky to have him as our adviser."

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