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Based at
Position
Serving clients in
Birmingham, West Midlands, East Midlands
Craig Bartley
Independent Financial Planner
He brings his "big picture" approach to financial advice, whether school fees planning or any other aspect of a client’s finances, to build solutions that ensure all aspects of the family finances work together efficiently to meet immediate needs and build securely for future goals.
He actively engages clients to educate and explore what’s possible and examine all the routes available, empowering them to meet their objectives efficiently whilst feeling informed and in control.
Expertise in
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