Chris has over thirty years’ experience in providing financial advice and was one of the first people to be awarded the prestigious Chartered Financial Planner designation. As well as holding the highest professional qualifications, he holds master’s degrees from Ulster University and the world-renowned London Business School.
Specialising in investment and pensions, Chris worked in Private Banking with Coutts & Arbuthnot in London for many years advising FTSE executives, celebrities, sports stars, judges, QCs & solicitors as well as the country’s leading entrepreneurs and business owners.
With an unrivalled depth of experience, financial acumen and professional approach Chris’ skills have made him the “go to” person for advice on all aspects of pensions and investments.
His personal approach combined with his knowledge and experience have allowed Chris to maintain advisory relationships with clients for over thirty years in some cases. Having worked with families and businesses for long periods of time Chris has helped clients ease into retirement and ensure wealth is preserved and passed down through the generations.
Having studied with some of the world’s foremost academics in the field of Finance & Investment, including Elroy Dimson and Paul Marsh, Chris’ advice is also sought by employers and Pension Scheme Trustees in relation to workplace pension schemes.
Chris is often asked how he finds advising clients who aren’t famous having worked with so many celebrities and high profile rock stars…
“I’ve found that deep down everyone’s financial concerns are broadly the same. Whether you are the most famous QC, a wealthy television personality or running a small business. Some of the numbers might have a few extra zeros on the end, however the need to provide for family and have a sense of financial security drive most people to seek professional advice.“
Chris’ interests include walking and reading and most importantly spending time with his family. He is married to his partner of seventeen years and they have two daughters of school age.
Chris’s Key Skills:
Specialist Pensions
Investment management