Derbyshire financial planning and boutique investment house attracts top legal talent

Added by Love Business East Midlands | 29 May 2019

UPDATED: 29 May 2019

Chesterfield based firm, Milestone Financial Planning have recently recruited a top lawyer following his progression into the field of financial management.

Craig Croft-Rayner originally qualified as a lawyer in 2007. He has since practised at various law firms, specialising in high value personal injury and clinical negligence cases.

Having always had a keen interest in financial planning, Craig is relishing the opportunity of making the career change, by joining a successful, forward thinking company in an area which he loves. 

Craig said:

“I have always held myself to the highest client care standards and enjoy being a complex problem solver. My role within the company will be looking after the needs of clients, discussing their financial objectives and tailoring advice that is unique to them.

“I will also be heavily involved in financial research, producing recommendations and keeping abreast of economic trends and issues. This will ensure Milestone’s clients are best protected against economic volatility.

“What attracted me to Milestone was the close knit family atmosphere they radiate. They are passionate and enthusiastic and always put clients’ interests as a top priority. This is a quality that is really important to me.”

Milestone MD, Michael Heath said:

“There are many different career backgrounds that can pave the way to being a successful financial planner, but the practice of law prepares any aspiring advisor better than most. Craig is vastly experienced in dealing with high value complex cases and is already making a real impact within the company. We are delighted to have him on board.”

Milestone is a very different financial practice, in the fact that they offer truly independent financial planning. They don’t believe in searching for last year’s best investment performer, blinding clients with science or confusing them with industry jargon. Believing in a common-sense approach, they strive to deliver consistent returns that take the worry out of investing.

Caption: (Left to right) Craig Croft-Rayner is welcomed to the team by Milestone MD, Michael Heath

 

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