Craig Stephen

Craig joined Progeny in June 2026 as an Associate Financial Planner through the Planner Academy. He is building the skills needed to deliver clear, client focused financial planning. While he is based in Leighton Buzzard, Craig works closely with the London office and supports clients across London and the surrounding areas with their financial planning needs.

Craig holds CeMAP and is working towards his Diploma in Regulated Financial Planning. He has already completed key R0 exams and is on track to qualify in full by October 2026. With over eight years in financial services, including experience as a Mortgage Adviser and Protection Adviser, he brings strong technical knowledge and a practical approach to helping clients understand their options and make informed decisions.

Craig focuses on building long term relationships based on trust and clear communication. He is committed to helping clients across London and the surrounding areas plan for the future with confidence, offering structured and easy to understand financial planning. Outside of work, he enjoys running, going to the gym and training for half marathons across Europe, along with spending time with family and friends.