Chris is committed to working with his clients to help achieve their objectives and provides advice to enable their hopes and aims to come to fruition.
Chris is Diploma Qualified for Regulated Financial Planning including Long Term Care. In addition he is fully qualified for Mortgage Planning and associated advice.
Chris has had 25 years in Financial Planning with significant experience to meet all situations.
He lives in Bromley, Kent and is a keen cricket and rugby enthusiast.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The FCA do not regulate buy to let mortgages.
Trusts are not regulated by the FCA.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared