🌟 Unlocking Business Potential with Strategic Ingenuity 🌟🔹 Business Architect 🔹 Certified Project Manager 🔹 Certified Google Cloud Digital Leader 🔹 Certified Financial Planner (CFP™)A visionary leader with a knack for driving operational efficiency and delivering results in the financial services landscape. Skilled in stakeholder management, data modelling, and implementing cutting-edge technologies. Previously launched, scaled, and successfully exited a leading client-centric, technology-led financial planning firm (The Fundamental Group). Acquired by McHardy Group (Top 15 rated firm by Financial Times).Wealth of experience (16 years+) and expertise in leading forward-looking fintech/technology-led financial services organisations.🔸 Ready to Ignite Growth! Let's connect and explore how we can drive innovation and success together. 🔸
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Managing DirectorFd Wealth LtdGlasgow, Gb -
Head Of Wealth Management & StrategyFd Wealth Ltd Aug 2024 - PresentGlasgow, Scotland, United Kingdom -
Tech Startup Mentor & Advisor @ Berlin Founders FundSilicon Allee Oct 2022 - Jun 2023Berlin, GermanyAs a dedicated Business Strategy Advisor & Mentor at the Berlin Founders Fund (BFF), I specialise in providing invaluable guidance and support to fintech & health-tech start-up founders, innovators, and entrepreneurs. Leveraging my extensive experience and expertise, I offer personalised coaching and mentorship aimed at enhancing strategic clarity and fostering sustainable growth.Key Responsibilities and Achievements:🎯 Individual Coaching: Tailored mentorship sessions address specific challenges faced by start-up founders, empowering them to navigate their entrepreneurial journeys with confidence and success.🔍 Strategic Planning: Facilitated workshops equipping tech startup founders with tools for effective navigation of their ventures, resulting in enhanced strategic clarity and sustainable growth.💼 Investment/Funding: Leveraged 15+ years of financial expertise to connect founders with investor networks, leading to accelerated growth and financial success.📈 Go-to-Market Strategies: Crafted targeted GTM strategies, identifying avenues for scalability and driving market penetration, ultimately propelling start-ups towards sustainable success.Through coaching, mentoring, and thought leadership, I distil technical analysis into practical business strategy considerations, ensuring founders are equipped to overcome entrepreneurship challenges and realise their vision for the future. -
Head Of Proposition | Chartered Wealth Manager (Consulting)Mchardy Financial Ltd Oct 2020 - May 2023Edinburgh, Scotland, United KingdomAs Head of Proposition at one of Scotland’s leading independent wealth management businesses, I spearheaded transformative projects and technology programs to drive scalable growth and long-term success. 🚀Key Achievements:🤝 Cross-Functional Leadership: Orchestrated seamless collaboration across IT, product, and operations, assembling diverse teams to drive complex projects. Utilised communication tools like Slack and Teams to ensure alignment with stakeholder objectives, resulting in measurable success in project execution and strategic outcomes. 🔄📈 Change Management: Successfully navigated change amidst rapid growth by fostering trust with senior stakeholders and guiding teams to embrace new technologies and streamlined processes. 🛠️👩💼 Operational Efficiency and Customer Satisfaction: Improved operational efficiency by 20% through workflow optimisation and integration of cloud-based solutions. Implemented a new client portal and app, leading to a 15% increase in customer satisfaction. 🌟👥 Team Development and Culture: Mentored and coached team members to cultivate a collaborative, high-performance culture. Conducted workshops and personalised development sessions to enhance teamwork and individual growth. ⚠️🛡️ Risk Management: Proactively identified and mitigated potential risks associated with new business initiatives and technology implementations, ensuring seamless integration into existing systems. 📊🛣️ Customer Journey Optimisation: Maximised revenue growth and customer satisfaction by optimising the customer journey using data analytics and strategic improvements. 📊🗣️ Effective Communication: Created compelling presentations using visualisation tools like Visio and Power BI to communicate complex project plans to stakeholders. 🎯 These initiatives drove growth, efficiency, and innovation, prioritising customer satisfaction and risk management for sustained success. -
Founder & Managing Director | Cfp™The Fundamental Group Apr 2014 - Oct 2020United KingdomLed the launch and organic growth of a bespoke wealth management firm specialising in high-net-worth clients. Orchestrated all operations, strategic planning, finances, sales, marketing, business development, compliance, regulation, and decision-making.Key Achievements:💰 Implemented innovative investment strategies, driving long-term wealth accumulation for clients. Leveraged digital transformation for cutting-edge opportunities, ensuring sustained prosperity.🎯 Strategically positioned the company for acquisition by the McHardy Group, a top-ranked independent wealth management firm. Resulted from effective planning and alignment, yielding lucrative outcomes.📝 Ensured seamless regulatory compliance, safeguarding operations and reputation, fostering stakeholder trust.🏆 Nominated for the 2019 Professional Adviser Award, highlighting dedication to innovation, performance, and client success.💼 Spearheaded cloud solutions and digital platforms, enhancing client interactions and fostering partnerships, driving organisational growth.🤝 Cultivated strong industry relationships, expanding reach and capabilities, enhancing competitive edge.💡 Developed deep expertise in wealth financial services technology, enabling informed decision-making and delivering exceptional client value. -
Director & Financial Planner | Cfp™Mpwm Nov 2008 - Mar 2014Aberdeen, United KingdomAs the founder 🚀 of a successful financial planning 📈 organisation dedicated to serving contractors within the oil and gas industry, I spearheaded all aspects of strategic planning, sales, marketing, business development, strategic partnerships, and digital transformation efforts.Key Achievements:Industry Recognition 🏆: Established and expanded a thriving financial planning organisation, driving consistent year-over-year growth. Through strategic partnerships within the oil and gas industry, I elevated our market presence, expanded our client base, and propelled overall business success, solidifying our position as industry leaders.Driving Innovation 💡: Pioneered technology and innovation during National 'Financial Planning Week by creating and launching a client-facing app in 2012. This initiative significantly enhanced accessibility and engagement, amplifying our outreach and positioning us as industry leaders in digital financial services.This role allowed me to demonstrate my ability to lead and innovate within a competitive industry, driving tangible results and maintaining a steadfast commitment to excellence and client satisfaction. 🌟
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Co-DriverScr Sport Mar 2009 - Apr 2012United Kingdom & EuropeCo-Driver and Team Manager 🏁. Competed in various prestigious events across the UK and Europe.Notable Achievements:🏆 Secured 1st Place (Primo di classe), Class N3 category at the 2010 Rally d'Italia Sardegna. Intercontinental Rally Challenge.🏆 Attained 2nd Place in the 2WD Class at the 2009 RACMSA Rally of Scotland. Intercontinental Rally Challenge.
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Inspection Engineer (Cswip 3.3U - Rov Inspector)Subsea 7 Mar 2007 - Nov 2008North Sea -
Ford World Rally TeamM-Sport Ltd Jan 2006 - Mar 2007Cockermouth, England, United Kingdom -
Mitsubishi World Rally TeamMitsubishi Motors Corporation Feb 2005 - Feb 2006Rugby, Warwickshire. -
Technical Sales EngineerHsp Valves May 2003 - May 2005Aberdeen, Scotland, United Kingdom
Craig Chapman Education Details
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Master Of Business Administration (Mba) With Fintech -
Certified Financial Planner (Cfp™, Level 7 Diploma In Advanced Financial Planning) -
Dipfa, Cefa, Cemap, Cerer -
Mechanical Engineering -
Banchory AcademyScottish Highers
Frequently Asked Questions about Craig Chapman
What company does Craig Chapman work for?
Craig Chapman works for Fd Wealth Ltd
What is Craig Chapman's role at the current company?
Craig Chapman's current role is Managing Director.
What schools did Craig Chapman attend?
Craig Chapman attended Abertay University, The Chartered Institute For Securities & Investment (The Cisi), The London Institute Of Banking & Finance, The University Of Edinburgh, Banchory Academy.
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