Craig Forbes

With over 30 years’ experience in financial services, I enjoy working with a broad range of clients. Throughout my career, I have supported individuals and families from diverse backgrounds in navigating market conditions and making well‑informed decisions to help them achieve their financial aspirations.

Taking the time to understand each client’s personal circumstances, I focus on building strong relationships based on trust and consistency. My aim is to provide clear, personalised advice that supports clients in working towards their long-term financial goals with confidence.

I hold the CISI Investment Diploma and the CISI Level 7 Diploma in Advanced Financial Planning.

Outside of work, I enjoy spending lots of time outdoors, whether its hiking, camping, sailing or just walking the dogs.