Personal Financial Advice
We are pleased to offer personal and corporate financial planning through Craig Farley, an experienced Financial Adviser with Navigation Wealth Management, part of St. James’s Place Wealth Management.
Craig joined Navigation Wealth in 2022, bringing with him over 20 years of experience in financial services, having begun his career with Barclays Bank PLC. He works closely with clients to help them build wealth, protect their assets, and plan confidently for the future.
Craig’s approach is friendly, transparent, and entirely bespoke. He takes the time to understand each client’s personal and business circumstances, helping them to meet their ambitions within clear and realistic timeframes. Whether you are preparing for retirement, managing investments, or seeking tax-efficient ways to grow your wealth, Craig offers practical advice tailored to you.
His clients describe him as informative, approachable, and trustworthy - someone who listens, explains clearly, and genuinely cares about achieving the right outcomes.
Areas of advice include:
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Retirement and pension planning
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Investment and wealth management
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Business and director financial planning
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Tax-efficient savings and inheritance strategies
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Personal protection and family security
For any assistance or to arrange a consultation, please contact Craig via:
07860 709839 (Mobile)
01482 379504 (Beverley Office)
01924 229210 (Wakefield Office)