Craig S.
Vice President @Barclays
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WORK HISTORY
Vice President @Barclays
A dedicated banking service is complimented by comprehensive tailored investment solutions, competetive credit facilities as well as fully integrated financial planning and tax solutions. Barclays Wealth also allows clients to access the wider services that can be delivered by the Barclays through a personalised service. Private Client Investment Advice & Management, level 7 (Chartered FCSI)Certificate in Mortgage Advice and Practice (CeMap), level 3Financial Planning Certificate CF2
EDUCATION
The Chartered Institute for Securities & Investment (The CISI)
Level 7 chartered fellow of CISI
ABOUT CRAIG S.
As Vice President at Barclays Private Bank, I help private clients, companies, trusts and charities manage, protect and grow their wealth through tailored, holistic solutions. Whether it’s banking and liquidity management, credit, bespoke investment strategies, or financial and tax planning, my focus is always on what truly matters to each client.I’ve spent over 26 years working with ultra-high-net-worth clients across Europe and the UK — with the past 20 years mainly in East Anglia and London — at leading institutions including Barclays Wealth, Child & Co, Royal Bank of Scotland International and Coutts.What drives me is building lasting relationships and providing a personal service that fits perfectly around each client’s goals, circumstances and values. Every client’s story is unique, and my role is to help them shape the next chapter with confidence and clarity.
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