0113 427 9378
Based in Leeds
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: February, 2023
5 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: 24 April 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Chris has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 10 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: 11 September 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.
9
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 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
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: 24 April 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Chris has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 10 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: 11 September 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.
9
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 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
I have been a financial adviser for 18 years and have helped hundreds of families and business owners plan for a bright financial future. My particular area of expertise is long term financial planning - understanding you personally , your lifestyle and your future aspirations, before recommending the right financial strategies to ensure you don't run out of money before you run out of life. This always means understanding your lifetime cash flow, alongside recommendations for the necessary investments, pensions, estate and tax planning to make your plan happen. I became a Chartered Financial Planner and Fellow of the Personal Finance Society in 2015. I work with a diverse range of people, young and old, with a mix of private individuals, families and business owners. One thing that they all have in common however, is a need to build a structured long term financial plan that allows them to use their finances to live their best life, both now and in the future. Your guarantee from me is that I will always have your best interests at heart whilst looking at how I can improve what we do for you. What we do directly affects your quality of life and your future is our future. If it’s not good enough for me or my own, it’s not good enough for you either! I believe the key to being a great financial planner, as well as having a great level of technical knowledge, is the ability to understand and adapt to what is important to my clients as individuals. The personal stuff... Social - Good company, food (and wine!) Holidays - A good city break, ski rather than sun. Music - Indie, Northern Soul/Motown.
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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Adviser Disclaimer
Agile Independent Financial Advice Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 789159. If you wish to register a complaint, please write to or telephone: Agile Independent Financial Advice, Airedale House, 423 Kirkstall Road, Leeds LS4 2EW. Tel: 0113 8730202. Email: admin@agileifa.co.uk. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.