Overview
Chris has worked in Financial Services since 1985 in various roles, including Senior Management. He is a founding owner of Warwick Road Financial Services Ltd and is a fully qualified Financial Adviser.
Chris has experience in all core advice areas with specialism in retirement and investment planning. He has worked with a wide range of clients—from young professionals to retirees and business owners—offering holistic advice tailored to their life stage and goals.
Chris believes in making the complex simple, using down to earth language to bring financial plans to life. Chris has helped build a successful business through which he prides himself on building long-term relationships and helping clients plan with confidence.
Chris is married with two children and with his family enjoys the outdoor life. He likes to involved in his local community and he chairs the Governing Body at his village Primary School.
Specific Skills:
- Investment and pre-retirement planning
- Near and post-retirement planning
- Starting a Pension
- Inheritance taxation
- Succession planning for families and business owners
- Cash flow modelling
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON SUCCESSION PLANNING & INHERITANCE TAX PLANNING.
