0121 347 6924
Based in Lichfield
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: June, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Kristian 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
Kristian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
28
Recent Client Reviews
Kristian has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kristian has received 28 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 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.
14
Qualifications Uploaded
Kristian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Kristian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kristian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kristian has provided information on their typical fees
Kristian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
42
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kristian (based on 42 first impressions)
100% of users who are not yet clients had a positive first experience with Kristian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kristian (based on 42 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Kristian 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
Kristian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
28
Recent Client Reviews
Kristian has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kristian has received 28 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 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.
14
Qualifications Uploaded
Kristian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Kristian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kristian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kristian has provided information on their typical fees
Kristian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
42
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kristian (based on 42 first impressions)
100% of users who are not yet clients had a positive first experience with Kristian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kristian (based on 42 first impressions)
I have worked in financial services since 2004 for several prestigious national and international companies. This experience helped me understand the complexities of financial planning for wealthy clients. It is really important to deal with an adviser who displays honesty and integrity and one who has great interpersonal skills. Throughout my career I have strived to be the best and have developed a deep knowledge and understanding of investment and financial planning matters, demonstrated by my Chartered Financial Planner status (CII) and Chartered Fellowship (CISI). My clients are all unique from young professionals and trade people through to the very wealthy. While every one is different what you can expect when you work with me is excellent service - nothing is too much trouble for my clients. I feel very lucky to work within financial services and am passionate about using my knowledge to "give back". I am currently the President of the Birmingham Insurance Institute (affiliated with the Chartered Insurance Institute) and am involved in the Forces MoneyPlan (an initiative to provide pro bono guidance to Armed Forces personnel). My spare time is spent with my family, weight lifting and trying to play my guitar!.
Offers available through VouchedFor
Contact Kristian 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 Kristian's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk. Chapter House Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register) under reference 913373. The FCA does not regulate National savings products, Will Writing, tax advice and some forms of Inheritance tax planning. The advice and / or guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Chapter House Wealth Management Limited is registered in England and Wales no. 12088933. Registered office, Kingsnorth House, Blenheim Way, Birmingham B44 8LS.