0121 659 8159
Based in Birmingham
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 12 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
Restricted Financial Adviser
Last checked: 04 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
9
Qualifications Uploaded
9 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Chris
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 12 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
Restricted Financial Adviser
Last checked: 04 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
9
Qualifications Uploaded
9 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Chris
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 4 first impressions)
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals. For more than 31 years, I’ve been helping individuals and families reach their financial goals. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
Offers available through VouchedFor
Contact Chris through VouchedFor and your initial 30 minute 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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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.