Our People - Thrive Wealth Management

Our People

Craig has worked within the Financial Services industry since 1998. He passionately believes in Financial Advice and helping to deliver clients’ expectations by understanding their needs, wants and future objectives. He thoroughly enjoys engaging with clients and knowing their circumstances, Craig will then develop the best possible guidance and advice to ensure the outcome helps meet their personal objectives, now and into the future.

Craig has built a strong client base, and in May 2024 he negotiated the purchase of Stockton and Evans Associates – a well established Cheshire Financial Advisory practice, who have advised clients since 1993.

Craig has the vision of maintaining the service and quality given to clients that matches what Peter Stockton and the late Don Evans had given for so many years.

Craig’s speciality areas include;

A real interest and passion for bespoke Finance Advice by using tax efficient methods of saving for retirement which include in the approach to retirement, ongoing wealth management, and protection in the event of ill health or untimely death.

Simplification of complex financial planning scenarios is at the forefront of his advice process.

Out of the office, Craig is married with two daughters, and is a UEFA B Licenced football coach. He is the Head Coach of Altrincham FC juniors girls section.

Having worked in financial services since 2006, Victoria joined Thrive Wealth Management Ltd in 2022. Following a short career break to start a family, Victoria continues to excel in her role as an Office Manager by fully utilising her experience in dealing with clients on a day-to-day basis.

Providing comprehensive administration support to the wider team, her analytical approach and dedication to providing the best possible service always ensures that Victoria is a highly valued member of the team.

May 2024 – Peter has now retired and passed the baton on to Craig Hernen at Thrive Wealth Management Ltd. Peter feels they are the ideal candidates to take Stockton and Evans Associates on to the next stage in its journey. Peter will remain within the business for the next couple of years to enable a smooth transition across to Craig and the Team. During this time, Peter has had the opportunity to see and speak to many of his clients, to share the news and say goodbye.

Prior to May 2024 – Peter spent more than 30 years within Financial Services as a specialist financial planner, Peter’s passion has been to deliver bespoke Wealth Management and mortgages to his private and corporate clients.