Specialist in defined benefit (final salary) pension scheme analysis and transfers, personal pensions and investments. Craig is fully-qualified to Diploma level and holds the AF3 Specialist Pension Transfer Licence. After leaving school in 1980, Craig joined Barclays Bank, progressing to the Corporate team before further promotion to Regional Manager in 1997 with responsibility for around 100 staff in the South Wales area.
Following a successful career in Banking, Craig joined Barclays Financial Services in 1998 to advise Corporate and High Net Worth clients and during this period he achieved the much-valued Specialist Pension Transfer licence plus other industry qualifications. Craig left Barclays in 2002 and went on to accumulate 20 years’ experience operating as a financial planner before helping set up Morris Paley Wealth Management in 2017 with Adrian Morris.
Married with four grown-up children, Craig is a long-standing Manchester United supporter and a former Secretary of Cowbridge Town FC.
