The work bit
With over 15 years’ successful experience Chris holds the prestigious Chartered Financial Planner accreditation. He is also a Fellow of the Personal Finance Society; the highest academic honour bestowed by the Chartered Institute.
Chris is deemed a Pension Transfer Specialist and Later Life expert by our regulator. He also holds advanced qualifications in Tax and Trust Planning, Investment Planning, Discretionary Investment Management, Securities Advice & Dealing, Mortgage Advice, Equity Release and Long Term Care.
Chris is a member of the Chartered Insurance Institute (CII) and maintains a Statement of Professional Standing. He is also the Chartered Champion and Education Officer for the Personal Finance Society (PFS) region he represents, supporting others with their career and academic development.
Click here to view Chris’ Statement of Professional Standing
Click here to view Chris’ FCA registration