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Craig Stokes

FPFS

Private Wealth Adviser

Craig is a Private Wealth Adviser at Skybound Wealth UK, with over 25 years’ experience advising individuals, families, and business owners on long-term financial planning.

A Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), Craig holds one of the highest professional designations within the UK financial planning profession. His advice is underpinned by deep technical expertise, professional judgement, and a strong commitment to delivering consistently high standards of client care.

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Trusted by + clients.

About Craig

Craig is a Private Wealth Adviser at Skybound Wealth UK, with over 25 years’ experience advising individuals, families, and business owners on long-term financial planning.

A Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), Craig holds one of the highest professional designations within the UK financial planning profession. His advice is underpinned by deep technical expertise, professional judgement, and a strong commitment to delivering consistently high standards of client care.

Craig strongly believes in long-term, relationship-driven financial advice, working closely with clients through every stage of life,  from early career and wealth accumulation, through major life events and retirement, to later-life planning and intergenerational wealth transfer. He takes the time to understand each client’s priorities, values, and evolving circumstances, ensuring advice remains relevant, suitable, and aligned to long-term goals.

Over the course of his career, Craig has advised on a broad range of planning needs, including retirement planning, investment strategy, inheritance tax planning, and long-term wealth preservation. He places particular emphasis on disciplined portfolio construction, cost efficiency, and ongoing review, ensuring financial plans are robust, well governed, and adaptable as circumstances change.

Craig also has extensive experience supporting clients with more complex financial arrangements, including portfolio restructuring, decumulation strategies, and clients with international elements to their financial affairs. Known for his clear, pragmatic, and transparent approach, he is trusted by clients to explain complex financial matters in a straightforward and accessible way.

Above all, Craig focuses on building enduring client relationships, providing confidence, continuity, and clarity over the long term.

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Qualifications & Awards

  • Fellow of the Personal Finance Society (FPFS)
  • Chartered Financial Planner
  • CII Level 6 Advanced Diploma in Financial Planning
  • CII Level 4 Certificate in Pension Transfer Advice
  • CII Level 3 Award in Long Term Care
  • CII Level 3 Certificate in Equity Release
  • Certificate in Mortgage Advice and Practice (CeMAP)

Regions

  • UK

Years at Skybound

Craig has worked at Skybound Wealth since 2025.

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial and Cashflow Planning
  • Wealth Planning
  • Tax efficient investments
  • Protection
  • Inheritance Tax and Estate Planning

What Can Craig Help With?

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My Support Team

Jabir Sardharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Caylee Clarke

Operations and Support Manager - UK

Leanne Taylor

Senior Administrator

Shil Shah

Tax Specialist

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