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Advisers > Craig Horn

Craig Horn

Wealth Management Consultant, DipFA

Craig has worked in the Financial services industry for almost 30 years, initially training as an Accountant, Craig joined the Halifax Bank in 1995 and worked all over the country during his time with them. From 2009 Craig worked as part of a highly successful Senior Management Team at Lloyds Banking Group.

In 2015, Craig was personally invited to join the prestigious St. James's Place, where he has built a reputation for being a specialist in providing holistic, high level financial planning services to his personal and business clients, helping them to achieve their goals as their financial needs have evolved over the years.

About

He specialises in offering expert advice in:

  • Retirement Planning
  • Investment Planning
  • Cash Flow Modelling
  • Estate Planning and Inheritance Tax Mitigation
  • Tax and Trust Planning
  • Personal and Business Protection
  • Mortgages

Craig believes that Planning for a financially secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. By providing a professional Face to Face service, Craig is passionate about delivering bespoke Financial Plans designed to meet your short and long-term needs by providing the appropriate advice and guidance now and in the future, no matter how your circumstances change, through ongoing face-to-face reviews. The majority of Craig’s new clients are referred to him through personal recommendations, which is on the back of the longstanding, trusted and professional relationships that he builds with professional connections and clients alike.

Outside of work Craig is married to Rachel, they have a young son Jamie and 3 dogs. Craig and Jamie’s favourite pastime is Football and both are avid supporters of Huddersfield Town. Craig also spends his spare time volunteering with local organisations and is currently the Treasurer for both the Village Scouting Group and the village District Football Club.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Trusts are not regulated by the Financial Conduct Authority.

Testimonials for Craig

I highly recommend Craig to anyone who needs relevant, timely and trustworthy advice on all issues concerned with your financial situation, with the knowledge that the service and support being offered will be exceptional and tailored to your needs.

Andy Frame, VP Product Management, Cambridge

Testimonials for Craig

Craig has really taken the time to understand me, my goals and aspirations and tailors his advice accordingly. He is friendly and approachable and provides clear and sensible advice. Highly recommended.

Liz , Solicitor, Birmingham

Testimonials for Craig

Wow what can I say, Craig has always gone above and beyond for us, always being there when needed to ask questions or to have a meeting with us. His advice and easy to understand delivery have guided us through to early retirement and beyond, safe in the knowledge our investments and future are been looked after by Craig Prospera. We now consider Craig to be a friend as well as our Financial Adviser.

Andrew Walsh, Production Manager, Ossell

Testimonials for Craig

Initially we sought pension advice from Craig, this has since extended to a Pension Plan for our teenage son as well as Advice on a Family Trust. Craig assisted with all these services, and we now have confidence that we have appropriate plans in place. To summarise we have received an excellent and professional service from Craig and would have no hesitation in recommending him for financial services.

Sally & Carl Jamieson, Company Directors, Matlock

Testimonials for Craig

The support we’ve received has been excellent, with bespoke and trustworthy advice based on our personal circumstances. We can always rely on a responsive and efficient service, and greatly value the assistance provided.

Jules,

Testimonials for Craig

We take great comfort from the fact that Craig spends the time to understand and discuss our priorities. We feel he carefully considers the options available to us to inform and aid best decision making. He clearly keeps on top of latest data, from the markets, political and wider economic landscape and that knowledge means that Craig has become a trusted Adviser who helps us make sound financial decisions for our family.

Richard Bellamy, Solicitor, Wakefield

Testimonials for Craig

Craig has always taken time to consider my personal financial situation and set out a clear plan to help me achieve my desired outcome. He has is extremely flexible and responsive and has helped not only me but my family as well. I would highly recommend.

Jo Dunkley , Director, Gravesend, Kent

Testimonials for Craig

In addition to the sound advice in sorting out the multiple pensions I have opened up during different employments, Craig has always taken the time to explain many details which have meant that I feel able to make my decisions about my financial future for the first time in my life - thank you. I would not hesitate to recommend the services, and have a number of jealous family members.

Timothy Woodruff , General Manager, Cambridge

Testimonials for Craig

Craig is very approachable, understands my objectives and the amount of explanation I need to be able to make decisions. He gives clear advice and is always available when I ask for his support and guidance in making changes to my finances. I have and will continue to recommend him to those in need of financial advice.

Rosalie Kight , Lawyer, Manchester

Testimonials for Craig

Our financial Adviser, Craig Horn, has provided us, over the years, with sound and detailed financial advice and support in a clear and straight forward manner. Any queries are promptly dealt with efficiently. The service provided is excellent.

Louise Catterill, Nurse, Wakefield

Testimonials for Craig

I have been dealing with Craig over many years, and throughout this time Craig has always been proactive, professional and trustworthy with his advice, always taking time to understand my needs and requirements, and then sets out a concise plan to achieve those goals all explained clearly in plain English. I would not hesitate in recommending Craig to any family or friends.

Rhian Vandrill , Solicitor, Sutton Coldfield

Testimonials for Craig

I've been fortunate to have Craig's advice over a number of years. He is excellent, pragmatic and easy to deal with. I have confidence in the advice he has provided to me. I would not hesitate to recommend him.

Greg Allsopp, Solicitor, Harrogate

Testimonials for Craig

Craig has helped us structure our finances in a way that we would never have considered, enabling us to enjoy retirement earlier than planned and provided us with options for our long term future. All done in a friendly straightforward manner that’s easy to understand.

Jo Moxon, HR Director, Hull

Testimonials for Craig

Craig Horn has been our Financial Adviser for numerous years. He gives sound advice and guidance that we trust. Craig is friendly, approachable, knowledgeable, honest and reactive, nothing is ever too much trouble. He listens carefully and patiently to what we say and advises according to our current circumstances and personal goals. We feel secure in the knowledge that Craig has our best interests in mind.

Sally Chapman and Mark Hobson , Admin Manager & Business Change Consultant, Huddersfield

Testimonials for Craig

Craig and the team at Prospera Wealth Manangement have been trusted adviser's to myself and my husband for almost 10 years. Covering pensions but also our overall financial profile and long term plans, including our business. Craig always gives honest and practical guidance, he's very responsive on email or if you call. Nothing is ever a trouble. I have recommended him to many friends for this very reason. Our pension is performing well and we have peace of mind that it is being proactively managed unlike many pensions.

Helen and Mike Curtis , Company Director & Technology Lead, Huddersfield

Testimonials for Craig

I have always found Craig’s advice to be expressed clearly and to be trustworthy. His friendly yet always professional approach means that a rapport is built quickly and I have always felt in ‘safe hands’. The service provided is second to none and I would recommend him to anyone.

Janet Dalton, Retired Head of Financial Services - Shoosmiths LLP, Manchester