Natalie Wood-Crainey
Financial Adviser. St. James’s Place
Speaker profile
A dedicated financial adviser with 7 years of experience in wealth management, I help clients cut through financial jargon and make confident decisions during life’s big moments. My goal is to make financial planning feel approachable, personal, and tailored to your unique needs. I specialize in building long-term relationships with a focus on holistic financial planning. By taking the time to understand each client’s situation, I offer customized solutions in areas like tax planning, investments, inheritance tax, and retirement planning. My relaxed yet professional approach ensures that my clients feel supported and informed every step of the way. Whether you’re planning for retirement or navigating complex tax decisions, I’m here to help you build a strong financial foundation so you can focus on doing what you love.