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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

Perspective (Warwickshire) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk