Welcome to Probert Wealth Management
At Probert Wealth Management we believe that the key to great financial planning is to truly understand our clients objectives in order to build a long term strategy involving tax efficient investment planning and savings.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Testimonials
Craig was recommended to us by friends and we are delighted to be his clients. Craig takes great care to ensure we understand our current and future financial circumstances, through clear and patient explanations, discussing “what if” scenarios and offering additional, general advice about market...
Craig was recommended to me from two of Craig’s existing clients, a commendation in itself, however from the first meeting Helen and I recognised a thoroughly professional and friendly financial adviser. Moreover, Craig’s advice has been with explanation, patience and tailored to our circumstance...
I have been a client of Craig Probert for several years and I cannot praise the service I have received highly enough. Craig has a kind, caring nature. He is always helpful and a good listener. We receive regular updates and instant replies to any questions. Our finances are definitely in safe hands...
Craig's regular communication and explanation around the performance of our investments is always extremely thorough and insightful. During his regular meetings with us, he takes time to explain the St. James's Place approach to investing and the reasons why they choose particular funds, giving us a...
Like most people, over the years, our pensions and finances had become disorganised. Craig was recommended to us by a friend and we felt it was time to sort it out. Craig took the time to help us work through it and gave us what we needed to create a more strategic plan for our finances and ultim...
When I was planning retirement, I wanted to be sure my pensions and other investments were performing well and effectively. Craig helped me to gather all my various documents from different careers and he offered me an in-depth evaluation of my overall situation. Using fantastic software and know...
*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James Place. Wills and trusts are not regulated by the Financial Conduct Authority.
Through regular visits providing advice and updates, I have been able to build a relationship of trust with Craig who has always been there to support me through the ups and downs of financial investment. The information he provides is in an accessible format including graphs and projections whic...
Craig always demonstrates an excellent knowledge of the market which is supported by a suitably professional but personable approach and I have every confidence that the advice given is in my best interest financially.
I have always found Craig to be very open and honest with me. He gives sound advice but always leaves the final decision up to me. Craig passes on his vast knowledge of the financial market in a way that I can understand and is always happy to explain it more than once. I would happily recommend ...
We have no hesitation in recommending Craig to anybody who wants their investments to be looked after professionally with the personal touch. It's rare these days to find somebody who does this and is also a thoroughly, genuine nice person!
We have been with St. James's Place for over 10 years and Craig Probert has looked after the financial interest of my family ever since he took over the practice from his father. Our faith in Craig has on many occasions been rewarded with practical and well researched options offered whenever his...
Taking on the services of Craig Probert has been the wisest decision we have ever made. We have never felt as informed and in control of our financial futures as we do now. Craig has been meticulous in reviewing our circumstances and financial history and generally getting us in order. We look fo...
Craig has offered excellent advice and support, approaching our investment in innovative ways utilising his expertise and that of the experts around him. He delivers this advice in a clear and concise manner ensuring a full understanding of options available and market conditions. He builds stron...
I loved Craig from the first moment I met him. A young man any mother could be proud of. He has a firm handshake, is warm, open, bright, admirable, amusing, full of integrity, and inspires confidence. I find him to be 100% genuine and trustworthy, and count him as a friend. He doesn't pressurise ...
Since I retired from the NHS, Craig has been fantastic and I would definitely recommend him and the services he has provided. He is always available and kept me informed about my finances. The meetings are useful and the explanations are easy to understand. I believe that my pension has been inve...
Further to a recommendation from a friend on the professionalism of Craig and his father in representing him over a considerable period of time and managing his affairs, we took up the advice to meet with Craig. From the outset we felt at ease with Craig on his advice and numerous expectations an...
Craig has always ensured that our investments interests are his priority when dealing with him. We have always received good measured sound advice from him. We would have no hesitation in recommending him to anyone.
Craig has always provided first class service and we wouldn't hesitate to recommend him.
Craig has been and continues to be extremely helpful with sorting out our finances, allowing us to optimise the use of our money for both ourselves and others. He is very knowledgeable about the products available and the way financial issues could develop in the future. He recommends but does not p...
He always demonstrates an excellent knowledge of the market which is supported by a suitably professional but personable approach and I have every confidence that the advice given is in my best interest financially.
Craig Probert is extremely professional and has given us very sound advice over the last 5 years. He is always available for queries and the support he has given has been exceptional. From the outset we have always felt in safe hands and that our interests have come first. We have already recommende...
My wife and I have used Craig as our financial adviser for a number of years now and have always been impressed by the advice he has provided and the consequent improvements that we have seen in our retirement planning. Craig has always been friendly, approachable and available when we have nee...
Having been a client of Craig’s for a number of years, we cannot recommend him and his team highly enough. He is very approachable and makes the complex world of finance easier to comprehend in the good times and not so good times!
We are always safe in the knowledge that he is putting out...
Craig was recommended to us by friends and we are delighted to be his clients. Craig takes great care to ensure we understand our current and future financial circumstances, through clear and patient explanations, discussing “what if” scenarios and offering additional, general advice about market...
Craig was recommended to me from two of Craig’s existing clients, a commendation in itself, however from the first meeting Helen and I recognised a thoroughly professional and friendly financial adviser. Moreover, Craig’s advice has been with explanation, patience and tailored to our circumstance...
I have been a client of Craig Probert for several years and I cannot praise the service I have received highly enough. Craig has a kind, caring nature. He is always helpful and a good listener. We receive regular updates and instant replies to any questions. Our finances are definitely in safe hands...
Craig's regular communication and explanation around the performance of our investments is always extremely thorough and insightful. During his regular meetings with us, he takes time to explain the St. James's Place approach to investing and the reasons why they choose particular funds, giving us a...
Like most people, over the years, our pensions and finances had become disorganised. Craig was recommended to us by a friend and we felt it was time to sort it out. Craig took the time to help us work through it and gave us what we needed to create a more strategic plan for our finances and ultim...
When I was planning retirement, I wanted to be sure my pensions and other investments were performing well and effectively. Craig helped me to gather all my various documents from different careers and he offered me an in-depth evaluation of my overall situation. Using fantastic software and know...
*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James Place. Wills and trusts are not regulated by the Financial Conduct Authority.
Through regular visits providing advice and updates, I have been able to build a relationship of trust with Craig who has always been there to support me through the ups and downs of financial investment. The information he provides is in an accessible format including graphs and projections whic...
Craig always demonstrates an excellent knowledge of the market which is supported by a suitably professional but personable approach and I have every confidence that the advice given is in my best interest financially.
I have always found Craig to be very open and honest with me. He gives sound advice but always leaves the final decision up to me. Craig passes on his vast knowledge of the financial market in a way that I can understand and is always happy to explain it more than once. I would happily recommend ...
We have no hesitation in recommending Craig to anybody who wants their investments to be looked after professionally with the personal touch. It's rare these days to find somebody who does this and is also a thoroughly, genuine nice person!
We have been with St. James's Place for over 10 years and Craig Probert has looked after the financial interest of my family ever since he took over the practice from his father. Our faith in Craig has on many occasions been rewarded with practical and well researched options offered whenever his...
Taking on the services of Craig Probert has been the wisest decision we have ever made. We have never felt as informed and in control of our financial futures as we do now. Craig has been meticulous in reviewing our circumstances and financial history and generally getting us in order. We look fo...
Craig has offered excellent advice and support, approaching our investment in innovative ways utilising his expertise and that of the experts around him. He delivers this advice in a clear and concise manner ensuring a full understanding of options available and market conditions. He builds stron...
I loved Craig from the first moment I met him. A young man any mother could be proud of. He has a firm handshake, is warm, open, bright, admirable, amusing, full of integrity, and inspires confidence. I find him to be 100% genuine and trustworthy, and count him as a friend. He doesn't pressurise ...
Since I retired from the NHS, Craig has been fantastic and I would definitely recommend him and the services he has provided. He is always available and kept me informed about my finances. The meetings are useful and the explanations are easy to understand. I believe that my pension has been inve...
Further to a recommendation from a friend on the professionalism of Craig and his father in representing him over a considerable period of time and managing his affairs, we took up the advice to meet with Craig. From the outset we felt at ease with Craig on his advice and numerous expectations an...
Craig has always ensured that our investments interests are his priority when dealing with him. We have always received good measured sound advice from him. We would have no hesitation in recommending him to anyone.
Craig has always provided first class service and we wouldn't hesitate to recommend him.
Craig has been and continues to be extremely helpful with sorting out our finances, allowing us to optimise the use of our money for both ourselves and others. He is very knowledgeable about the products available and the way financial issues could develop in the future. He recommends but does not p...
He always demonstrates an excellent knowledge of the market which is supported by a suitably professional but personable approach and I have every confidence that the advice given is in my best interest financially.
Craig Probert is extremely professional and has given us very sound advice over the last 5 years. He is always available for queries and the support he has given has been exceptional. From the outset we have always felt in safe hands and that our interests have come first. We have already recommende...
My wife and I have used Craig as our financial adviser for a number of years now and have always been impressed by the advice he has provided and the consequent improvements that we have seen in our retirement planning. Craig has always been friendly, approachable and available when we have nee...
Having been a client of Craig’s for a number of years, we cannot recommend him and his team highly enough. He is very approachable and makes the complex world of finance easier to comprehend in the good times and not so good times!
We are always safe in the knowledge that he is putting out...
Craig was recommended to us by friends and we are delighted to be his clients. Craig takes great care to ensure we understand our current and future financial circumstances, through clear and patient explanations, discussing “what if” scenarios and offering additional, general advice about market...
SJP Approved 01/06/2023
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. Partners: Craig Probert
