About Us
Our Mission
AmberStone Financial Planning is dedicated to providing expert financial advice that helps individuals, families, and businesses achieve their financial goals. We aim to provide all of our advice on a face-to-face basis where desired.
We pride ourselves on building lasting relationships with our clients, offering tailored advice that evolves with their life circumstances. Whether you’re planning for the future, protecting your wealth, or navigating complex financial decisions, we are here to guide you every step of the way, ensuring your financial success and peace of mind.
About Us
Our Story
Craig founded AmberStone Financial Planning to provide friendly, transparent, and expert financial advice to anyone in need.
He is a chartered financial planner and has over a decade of experience in the financial services industry. His passion for helping others, combined with his chartered expertise, led him to establish a business that prioritises the unique needs of each individual, ensuring that every client receives tailored advice to secure their financial future.
Accreditations
What is a Chartered Advisor?
A Chartered Adviser holds the highest level of financial planning accreditation, demonstrating technical expertise, ethical conduct, and a commitment to professional development.
Chartered Financial Planner
A Chartered Financial Planner is a recognised expert in financial advice, awarded by the Chartered Insurance Institute (CII). This accreditation requires extensive qualifications, practical experience, and adherence to ethical standards.
It signifies a deep understanding of investments, pensions, tax planning, and estate management, ensuring high-quality financial guidance tailored to clients’ needs.
Fellow of the Personal Finance Society (FPFS)
The FPFS designation is the highest qualification awarded by the Personal Finance Society, demonstrating exceptional expertise in financial planning. Fellows must complete advanced-level studies across multiple disciplines, including retirement planning, taxation, and risk management.
This status highlights a commitment to ongoing professional development and the ability to deliver sophisticated, strategic financial advice.