MONDAY, OCTOBER 17TH, 2022

Development is key at Milestone

← NEWS - Development is key at Milestone

At Milestone, we know the best way to provide the good quality advice and excellent client service you need is to make sure all our staff are as well trained as possible and up to date on all the latest developments in the sector. We hold regular Continued Professional Development days at Milestone and at our most recent session in September the whole team got together to focus on compliance processes and best practice for client documentation. It’s critical everyone has the best approach to ensuring our files and records are secure, compliant and as detailed as possible so we can continue to provide the service you want.

September’s session was a great opportunity to share innovative ideas and challenge the way we do things currently. We’re fortunate that our team is made up of people who always strive to do better for our clients!

Craig Croft-Rayner

Craig Croft-Rayner Craig is a Director and Financial Planner with 5 years of dedicated experience in the finance sector. Craig's commitment to excellence is evident as a proud member of the Chartered Insurance Institute and holds a diploma from the Personal Finance Society (PFS). He is currently undergoing training to achieve the esteemed Chartered Financial Planner status. Craig is passionate about empowering individuals to make informed financial decisions and achieve their financial goals.

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