Chris Bence

Chris Bence

Fidelius Ltd

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Bath
View location

Top Rated 2025
Verified since: December, 2023

4.7 out of 5

111 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 March 2025

    Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status

  • 52

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 52 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Chris has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Chris has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 March 2025

    Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status

  • 52

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 52 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Chris has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Chris has not yet added their fees to their profile

I’m a committed chartered financial planner with over 20 years’ experience. My key aim with all my clients is to deliver a first class service and a financial solution that they understand, that they’re comfortable with and that really works for them. As one of my clients, I will always listen and learn from you first, and then give you an honest and professional appraisal of your situation. Then, together, we can build exactly the right solution for you. I’m sure you’ll agree that dealing with your finances can be confusing at times, but I pride myself on helping to make the complicated things simple and then ensuring that my clients fully understand whatever I recommend. Just as important as the initial advice is the quality of ongoing service and support. Our lives change and what’s right for you now may not be right in the future. I’m proud to say that I’ve built many long term relationships with clients, helping to ensure that no matter how their plans may change, their financial situation is always properly designed to back them up. I offer a holistic financial planning service, meaning that I’ll seek to deliver an overall financial solution for you, which will encompass such issues as life and health insurance, investments and savings, pensions and planning your retirement and tax, trusts and estate planning.

Offers available through VouchedFor

Contact Chris through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Chris's clients

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