Free
initial consultation
Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
Mr Falconer
I have dealt with Chris for over a decade now and always found him to be knowledgeable and extremely professional at all times and recently has gone over and above to assist myself and my wife due to recent illnesses and could not recommend him highly enough and i have recommended him to all our family and he now advises them, a credit to the industry
MB
Chris has been my adviser for 5 years and I have found him to be extremely professional and knowledgeable on all areas of my finances, he has guided myself and my wife through various areas and always with sound advice and a friendly manner that immediately put us at ease and has allowed us to enjoy our time rather than worry about finances
Mr Gollings
Chris has been my financial adviser for approx 18 months. I have found Chris approachable and helpful managing my pension pot, he responds within minutes if I have any queries which is assuring. He regularly visits to discuss any questions or issues myself or my wife may have re our investments. He is a friendly charming guy who I would recommend to anyone I know.
Chris is a fully qualified financial adviser and holds a diploma in financial planning with the Chartered Insurance Institute. He has worked in the financial sector for over 14 years and has a wealth of experience across Pensions, Investments, Protection and Tax Planning.
Defined Benefit schemes has been a large focus of Chris’s career over the last few years helping employees understand the available options and advising on the most suitable route for each individual.
Outside of work he is married to Jeanette and has 2 sons and a daughter. Chris spends most of his spare time maintaining the stables and paddocks and now adept at putting up acres of fencing! When he is not doing this, he enjoys travelling and spending time with his family and winding up his grandchildren.
Chris offers the following areas of advice:
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