Shannon Craig Wealth Management Ltd

Shannon Craig

Chartered Financial Planner

I provide financial planning advice to individuals and businesses. My approach focuses on face to face financial advice that becomes more than just sharing knowledge. It becomes a collaborative journey that helps people gain clarity, confidence and control over their finances.

About

I began my professional journey over 20 years ago as a Chartered accountant, where I developed a strong foundation in financial principles and a deep understanding of how businesses operate. This path eventually led me to a role as an internal auditor at St. James's Place where I gained invaluable insight into financial markets, risk management and regulatory framework. It was during this time my passion for not just numbers and systems but the broader client experience developed as a result of seeing first hand how a well structured financial plan can impact individuals lives.

This passion naturally led me to focus on helping clients, even when that means guiding them through tough financial decisions in the short term for the sake of the long term. I like nothing more than visiting clients and discussing their passions, goals and lives, resulting in a tailored plan to help ensure they feel confident and secure every step of the way.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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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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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 25/04/2025

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.

Shannon Craig Wealth Management Ltd is registered in England and Wales, Number 16039813. Registered Office: Smith House, George Street, Nailsworth , Stroud, GL6 0AG.