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About Craig

I have worked in financial services for over 15 years, starting my career at M&G Prudential in Sales Support before progressing to Telephone Account Manager. During my time at M&G Prudential, I supported financial advisers with pension and investment solutions, developing a strong understanding of the financial planning market.

I then joined Scottish Widows as a Business Development Account Manager, where I worked with financial advisers across Scotland and Northern Ireland. In this role, I supported advisers with pensions, investments, annuities and protection solutions, while also gaining valuable platform experience and helping firms make the most of their technology and investment propositions.

I joined Canaccord Wealth in August 2026 as a Business Development Director. I am passionate about building strong, collaborative relationships with financial advisory firms and helping advisers achieve positive client outcomes through tailored investment solutions.

I am currently studying towards the Level 4 Diploma in Financial Planning.

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