0330 038 8941
Based in Bath
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
Last checked: 14 April 2025
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
53
Recent Client Reviews
Chris has received 53 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 53 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Chris has not yet added their qualifications to their profile
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Chris has not yet added their qualifications to their profile
Transparent Fees
Chris has not yet added their fees to their profile
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Chris has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
Last checked: 14 April 2025
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
53
Recent Client Reviews
Chris has received 53 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 53 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Chris has not yet added their qualifications to their profile
Qualifications not yet added
Chris has not yet added their qualifications to their profile
Transparent Fees
Chris has not yet added their fees to their profile
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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