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Chris Needham DipFA CeMAP CeRER

Financial Planner

Chris joined Perspective in June 2024 and has been working in the financial services industry since January 2003, bringing over two decades of experience to his role.

He holds a comprehensive range of qualifications, including CeMAP, CERA, DipFA, AF7 and CF8. Chris has developed extensive knowledge of the NHS Pension Scheme and has previously worked as a financial adviser to the British Medical Association (BMA), giving him particular insight into the financial needs of medical professionals.

Chris takes a holistic approach to financial planning, focusing not just on individual objectives but on the broader context of each client’s family and life journey. He is deeply mindful that, for many clients, their wealth represents a lifetime of hard work and commitment. Chris considers it a privilege to be entrusted with their financial affairs and approaches every relationship with respect, care and diligence.

What Chris enjoys most about his role is building meaningful, long-term relationships with clients and supporting them in making confident, well-informed decisions that protect and enhance their financial future.

Reviews and Ratings for Financial adviser Christopher Needham, Birmingham

Based

Halesowen Office

Strategic House
1 St Kenelm Court
Steel Park Road
Halesowen
B62 8HD

Telephone: 01789 774039