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
The real-life bit
Chris is passionate about all things travelling and the great outdoors. Striking a balance between his private life and work is important to Chris, as is practicing what he preaches, so when he downs tools he will often be found on top of a hill or by the coast.
A huge sports fan, he loves to watch his beloved Liverpool FC, as well as soaking in as much boxing, motorsport, and ultimately any other sport he can. He’s also a huge tech fan; avid podcast listener; and book reader.