Craig Orbell

Numbers run in my DNA and I have always enjoyed working with them. Upon entering the industry, I soon realised that sound financial advice isn’t just about the numbers—it’s about reducing stress, building confidence, and helping people take control of their future.

My financial career began in insurance in London, before transitioning into direct investments with Morgans, where I gained a deep understanding of investment markets and began helping clients manage and grow their wealth for over a decade. Later, I co-founded a financial planning business before establishing my own in 2019, offering clients boutique, personalised advice that covers all aspects of their financial affairs.

What drives me most is giving people the knowledge and tools to make informed decisions—and uncovering options they didn’t know were possible. Many people don’t realise how to make their money work harder or the strategies available to create long-term, tax-effective outcomes.

There’s nothing better than seeing the lightbulb go off for a client, knowing I’ve helped them take control and make decisions that truly change their lives.

Outside of work, I’m happiest by the ocean—whether it’s surfing, fishing, or diving. My love for live sport and travel often shapes family holidays, combining adventure with quality time.