0330 038 8940
Based in Pontyclun
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: May, 2024
4.9 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: 22 April 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Chris has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 26 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: 26 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.
Qualifications Uploaded
Chris has not yet added their qualifications to their profile
Qualifications not yet added
Chris has not yet added their qualifications to their profile
Transparent Fees
Chris has not yet added their fees to their profile
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Chris has not yet added their fees to their profile
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: 22 April 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Chris has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 26 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: 26 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.
Qualifications Uploaded
Chris has not yet added their qualifications to their profile
Qualifications not yet added
Chris has not yet added their qualifications to their profile
Transparent Fees
Chris has not yet added their fees to their profile
Fees not yet added
Chris has not yet added their fees to their profile
Chris formed the Wealth Management arm of EST in 2019 to provide a unique offering in the region. Individuals and business clients can receive bespoke advice in wealth management with specialist tax, accountancy and HR support all under one roof. An experienced Financial Planner, Chris prides himself on building long-term, trusted relationships with his clients. Providing jargon free, easy to understand advice enables them to achieve their financial objectives. He is a passionate advocate of cash flow modelling – ensuring clients can visualise their long term financial future. Away from work, Chris enjoys spending time with his young family, running, fitness and golf.
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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