Craig Carlton

Craig Carlton
Craig Carlton
Craig Carlton
Financial Planning Coordinator

  • CCarlton@acumenfinancial.co.uk
  • 0151 520 4353

I joined Acumen in 2023 having spent the previous 10 years supporting Independent Financial Advisers and clients at several advisory firms, including Perspective NorthWest Ltd and Bishops Financial Planning. 

My role as a Financial Planning Co-ordinator at Acumen involves providing administrative support to financial advisers, including preparing preliminary reports and research, dealing with queries from clients, and obtaining illustrations and valuations.

I live in Euxton with my wife Tasha and our young son Henry. As a former British soldier, I discovered a deep affinity for the outdoors, which has sparked a lifelong interest in hiking. I’m also a dedicated football enthusiast and an active participant in ANDYSMANCLUB.