Craig Berry
Professional Biography
I love spending time with IFA's and supporting their businesses, helping them grow.
How do you describe what you do?
I support Independent Financial Advisers across the North East and Yorkshire with their Centralised Investment Propositions
What's next for you professionally?
Maintain and grow professional relationships with IFA's
What's your area of expertise?
I specialise in helping IFA's design, build and manage their CIP's. The market is saturated with DFM's but I genuinely believe we are one of the best when it comes to building investment portfolios.
What's your favourite thing about your role?
My favorite thing about the role is spending time with IFA's and supporting their businesses. Each one is different meaning no two days are the same. The variety is what keeps me interested and motivated.
When you're not at work, what's your favourite thing to do?
I love marathon and ultra marathon racing. I've been doing this for years now and keep promising to slow down but that type of training is addictive. I suppose at 50 years old the least I should be doing is less exercise!
What qualifications and memberships do you have?
DipFA