With almost 35 years of experience as a Financial Advisor, Chris has built a wealth of knowledge and expertise across a broad range of financial planning areas. Throughout his career, he has helped individuals and families make informed financial decisions, providing clear and practical advice tailored to their unique circumstances and objectives.
Chris holds the Level 4 Diploma in Financial Planning and has specialist expertise in Equity Release and Long-Term Care planning. His extensive experience enables him to guide clients through some of life’s most important financial decisions, helping them achieve financial security and peace of mind.
Chris believes that effective financial planning starts with understanding the person behind the finances. He takes the time to learn about each client’s goals, concerns, family circumstances, and what financial success means to them. Working collaboratively, he develops tailored financial plans designed to help clients achieve their objectives while providing confidence in their financial future.
A strong advocate of clear communication, Chris ensures that clients fully understand the advice they receive and always feel comfortable asking questions. He is passionate about building long-term relationships founded on trust, transparency, and ongoing support, regularly reviewing plans to ensure they continue to reflect clients’ changing needs, circumstances, and aspirations.
The Financial Conduct Authority does not regulate Trusts and taxation advice.