0330 038 8939
Based in Poole
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Christian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Christian's status
Last checked: 03 April 2025
Christian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Christian's status
3
Recent Client Reviews
Christian has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Christian has received 3 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: 01 April 2025
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.
7
Qualifications Uploaded
Christian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Christian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Christian has not yet added their fees to their profile
Fees not yet added
Christian has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Christian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Christian's status
Last checked: 03 April 2025
Christian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Christian's status
3
Recent Client Reviews
Christian has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Christian has received 3 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: 01 April 2025
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.
7
Qualifications Uploaded
Christian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Christian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Christian has not yet added their fees to their profile
Fees not yet added
Christian has not yet added their fees to their profile
I'm a Chartered Financial Planner and hold Fellow status with the PFS (Personal Finance Society) as well as qualifications in pension transfers, long term care, equity release and mortgages. In addition I am a member of, and qualified with, STEP (Society of Trustees and Executors Practitioners) and hold the Later Life Adviser Accreditation and Retirement Advice Standard with SOLLA (Society of Later Life Advisers). With over ten years' experience I provide advice across a wide range of financial planning areas, working with both individuals and businesses, on a wide range of areas including investments, retirement planning, estate and legacy planning and Trustee guidance. I love what I do as I'm able to help people at different stages of their life and believe my holistic approach helps my clients achieve their financial goals and objectives. Outside of work I enjoy spending time with my family and like to turn my hand at BBQs in the Summer!
£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 Christian's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
This Financial Planner is a valued member of the PFM Associates team. For further information about PFM Associates, please visit www.pfmassociates.co.uk PFM Associates Limited is authorised and regulated by the Financial Conduct Authority. PFM Associates Limited is registered in England and Wales, company registration No 03871403.