0182 342 9099
Based in Taunton
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: October, 2023
4.9 out of 5
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FCA Regulated
Christo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Christo 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
Christo has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Christo has received 28 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 04 April 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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Christo has not yet added their qualifications to their profile
Transparent Fees
Christo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Christo has provided information on their typical fees
Christo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Christo (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Christo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Christo (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Christo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Christo 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
Christo has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Christo has received 28 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 04 April 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.
Qualifications Uploaded
Christo has not yet added their qualifications to their profile
Qualifications not yet added
Christo has not yet added their qualifications to their profile
Transparent Fees
Christo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Christo has provided information on their typical fees
Christo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Christo (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Christo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Christo (based on 6 first impressions)
Christo is Associate Director of Cooper Associates Wealth Management. Christo’s role includes supporting our financial consultants as well as projects across the division. He is also still actively involved in offering his clients holistic financial advice, with specialist areas including Trusts, estate planning, corporate clients and high net worth individuals. Previously, Christo worked in private equity consulting following a 5-year period founding and running a technology start-up. Christo holds an MBA, a BSc in Business Economics with Advanced Proficiency in French and his Diploma in Regulated Financial Planning. Outside of work, Christo can often be found hacking his way around local golf courses, playing 5-a-side football and taking on sporting challenges. These challenges have included a cycle ride from Taunton to Paris for the Cooper Associates Foundation. He also enjoys spending time with his wife, two young children and Cockapoo, Lily. Trust are not regulated by the Financial Conduct Authority. SJP Approved 16/12/2024 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).
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Adviser Disclaimer
The value of a pension 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.