Craig McLearie
As a Senior Partner Practice of St. James's Place, I provide bespoke, holistic financial planning advice to private and corporate clients, delivered through a personal face-to-face relationship, creating trusted relationships with clients.
About
As a Senior Partner Practice of St. James's Place, I can provide you with a personal wealth management service designed to meet your individual needs.
I hold the following qualifications: Member of the Personal Finance Society and the Chartered Insurance Institute, at Diploma level (Dip PFS), Advanced Diploma in Retirement Planning, Diploma in Savings and Investments, Advanced Diploma in Inheritance Tax and Estate Planning, Diploma in Trustee Investments, Certificate in Family Protection, Certificate in Employee Benefits and Financial Planning Certificates (FPC) 1,2 & 3.
Outside of work my main interests are sport and music.
I am a member of Middlesex Cricket Club and a Reading football club season ticket holder, which I enjoy with my wife and two daughters.
Musically, I sing in a four part, largely acapella folk group, and I write and record, having now released seven albums of my own work.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
