Chris has worked in the financial services profession since 2010 for large UK life and pensions companies. After completing his Diploma in Regulated Financial Planning in 2020, Chris searched for six years to find the right advice firm to work with. He was delighted when the opportunity to work with an independent firm, Arcus Wealth, arose.
Throughout his career, Chris has seen first-hand the positive impact that financial advice has on the lives of clients, their families, and their communities, particularly when that advice is independent and therefore free from conflicts of interest.
Chris is passionate about making financial advice more accessible and affordable. He believes in educating, informing, and empowering his clients, and ensuring that the services he provides meet client needs when and where they need them.
His extensive experience covers personal pensions, drawdown, workplace pensions, ISAs, annuities, tax, Inheritance Tax, salary sacrifice, life insurance, critical illness, income protection, and business protection.
Specialisms
- Investments
- Pensions
- Retirement income planning
- Financial planning
- Cashflow modelling
- Inheritance Tax planning
- Protection
- Workplace pensions
- Business protection
- Employee benefits
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