We work with clients who recognise the value of planning their financial future and wish to delegate this responsibility to a team of highly experienced professionals

Our ADVISERS

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Willie Crockett

Director

Willie is a director of Capital Risk Management; alongside Grant, he has responsibility for managing the business.

Willie has worked in financial services for over 30 years with a number of major product providers before focusing on providing advice directly to individuals, family businesses and trustees in 2002. He is consciously aware that every situation is unique and great care is taken in understanding what is most important to each individual before creating and monitoring the appropriate financial plan.

Willie holds the Diploma in Financial Planning and is a member of the Personal Finance Society and the Chartered Insurance Institute.