Chris Ogden

Having been in the financial planning profession since 1986 I have helped many many clients to secure their financial future. I have achieved this by concentrating on what is really really important to them and identifying the life they desire for themselves and their families without the fear of ever running out of money or dying with to much. This may involve investment planning, retirement planning and protection planning, building and protecting their wealth, helping them to enjoy the lifestyle they have today and planning for the future. My typical client has evolved over the years and today tends to be someone who believes that financial planning is important, wishes to take advantage of any future opportunities and make smart decisions with their money. They will have already built up a reasonable level of investable assets but are unsure as to what it all means when providing for what they want out of life. I also provide a “ Second Opinion Service “ to clients and prospective clients to help them to clarify whether they are on the right track. My spare time rewolves mainly around my family and plenty of short breaks and holidays to recharge the batteries. A good adviser to me is not one who is only interested in selling financial products but one who listens to what clients really really want and then only if appropriate uses their knowledge and experience of financial products to help them to achieve it, that’s me.