0330 038 8940
Based in Longfield
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FCA Regulated
Last checked: 26 February 2025
Chia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Verified reviews: 100%
Chia has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 06 January 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.
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Qualifications Uploaded
4 qualification certificates available to view
Chia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 26 February 2025
Chia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Verified reviews: 100%
Chia has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 06 January 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.
4
Qualifications Uploaded
4 qualification certificates available to view
Chia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Chia has not yet added their fees to their profile
I began my career in the financial industry in 2005, after graduating from the University of Essex with a degree in Economics. Having gained experience in a variety of roles with leading financial institutions, I have built a reputation as an excellent Chartered financial planner who can be relied upon to deliver high quality advice. I pride myself on building solid relationships, delivering excellent customer care and tailoring advice according to the client’s needs to help them achieve their short and long term goals. By providing bespoke advice with integrity and adapting a comprehensive step by step approach, I am able to advise clients on a wide scope of services in a focused yet personalised manner, helping clients achieve their aspirations and plan for the future effectively. My number of years in the industry has equipped me with an extensive knowledge base and high level of expertise, allowing me to advise both individual clients and businesses, trusts and also charities. If you are looking to review your financial arrangements, or if you would like to simply discuss your long term financial goals, please do not hesitate to contact me on the details specified. My practice Clarence Place Wealth Management is Partner Practice of St. James's Place Wealth Management. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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 Chia's clients
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