Craig Dowsett

Areas of expertise

Craig takes a comprehensive approach to ensure secure and well-structured financial futures, solving problems and creating solutions for clients. Helping transform career and business success into personal wealth by leveraging various tax structures and their interactions to support broader planning, tax efficiency, and overall objectives.

Craig specialises in working with business owners and entrepreneurs throughout their business lifecycle and into retirement, supporting their families through intergenerational planning at every stage.

Experience

Experienced financial planner with over nine years of expertise in helping families, business owners, and high-net-worth individuals secure their financial futures. He graduated from Loughborough University with a BSc in Information Management and Business Studies, followed by an MSc in Finance and Management. Craig specialises in comprehensive tax planning, ensuring that all aspects of the financial plan are optimised and aligned with clients’ overall objectives, providing superior outcomes when integrated with existing strategies.

Notable client work and achievements

• Provides holistic advice, offering reassurance and clarity, while assisting clients in making informed, high-impact decisions that could influence their long-term financial future.
• Coordinates with clients’ accountants, tax advisors, and legal advisors to ensure a comprehensive and tailored approach, from outset until completion. 
• Assists clients in building adequate savings for retirement and later life, while managing their ongoing income requirements.
• Provides advice on strategies to maximise the tax efficiency of investments through various structures and tax-efficient options.

Professional qualifications/memberships

Advanced Diploma in Financial Planning, Chartered Financial Planner, associate of the Personal Finance Society and the Chartered Insurance Institute.