Craig Probert
DipPFS
Craig began his career in financial planning after graduating from the prestigious SJP Financial Adviser Academy in 2016. He subsequently worked alongside his father, Steve Probert, who founded the family practice in 2001 and built a long-standing reputation for trusted financial advice. Following Steve’s retirement, Craig established Probert Wealth Management in 2019, continuing the family legacy while evolving the business to deliver modern, long-term financial planning for clients and their families.
About
Craig advises individuals, families and business owners, helping them bring clarity and structure to their financial lives. His approach is centred on building enduring relationships and gaining a deep understanding of each client’s circumstances, ambitions and values. From there, he works with clients to create carefully considered strategies designed to protect, grow and preserve their wealth over the long term.
Craig works with clients across:
• Investment planning
• Retirement planning
• Inheritance tax planning
• Protection planning
Outside of work Craig enjoys spending time with his wife, Amy, and their two children, Max and Holly. As a family they enjoy exploring the countryside with friends and making the most of the outdoors.
Testimonials
Addresses
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
