0330 038 8939
Based in Durham
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: January, 2014
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Chris has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 11 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: 03 December 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.
6
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
36
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 36 first impressions)
86% of users who are not yet clients had a positive first experience with Chris
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 36 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Chris has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 11 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: 03 December 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.
6
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
36
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 36 first impressions)
86% of users who are not yet clients had a positive first experience with Chris
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 36 first impressions)
Wealth of Advice was formed in 2011, but as a Chartered Financial Planner, I now have over 20 years of experience helping people with their finances, having being an authorised independent adviser since 2003 with the FCA. As a Wealth of Advice client, you'll receive expert advice from people who know as much as is possible about everything to do with pensions and investments. We spell it all out without the jargon, with our no nonsense approach to financial planning. As well as helping you manage your finances maybe in retirement in drawdown or helping save for a future event with expert investment advice, we're also on hand to provide any additional services you might require as and when you need them. This can be anything from setting up a Trust to making sure you have a Will and a Power of Attorney in place. As a completely independent firm, our clients benefit from us being able to offer advice on all financial products and services available across the entire market place. We're honest about our fees - we always agree our charges upfront, disclosing them to you in a clear and transparent way. Most of all, we work hard for those who've worked hard - our goal is to keep on grafting so you don't have to. **** Please note for Defined Benefit (Final Salary) Pensions advice the minimum CETV considered for advice is £400,000 ***
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
We are committed to providing products and service of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you. If you have a complaint make sure you contact us here. We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you’re dissatisfied with our response, you can ask the Financial Ombudsman Service – www.financial-ombudsman.org.uk – for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.