- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Personal injury settlements
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
Craig Stokes.
In the 10 years since leaving Poole Grammar School, Craig has always worked in the Financial Services Industry. He specialises in Pension and Retirement Planning and holds both the Financial Planning Certificate, together with a Diploma in Financial Planning. Presently he is completing the Advanced Diploma, before ultimately moving to Chartered status.
Craig enjoys both the technical nature and nuances that lie in sophisticated tax planning, as well as meeting people and explaining the reason and rationale behind the advice he provides.
Outside of work, Craig enjoys a variety of sports and in particular is a keen football fan. He also regularly enjoys travelling to far off places and combines these trips with his other passion, photography.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst