Chris runs the company on a day to day basis. He deals with a range of clients in the UK and overseas and is a specialist pension, retirement planning and investment consultant. Chris has been a financial planner for over 30 years. He qualified as a Chartered Financial Planner, a Chartered Wealth Planner and a Certified Financial Planner, for which he is a long standing assessor.
Chris also holds the Advanced Financial Planning Certificate as well as specialist pension (G60) and mortgage qualification (MAQ). He has worked for a number of major firms of Chartered Accountants and established a joint venture IFA firm with a firm of solicitors. He has contributed to the financial services trade press and national press on a variety of financial matters. He is also an active networker on Linkedin, Facebook, and Twitter.
Chris lives in Cheshire and is married with six children. He has recently completed a History degree at Manchester University, specialising in early medieval history.