What our clients say
Chris is a fantastic IFA who is knowledgeable, polite and has given the time to get to know myself and my business and therefore provide me with the best advice. I highly recommend him to anyone
In todays complicated and strictly regulated financial services market, finding an independent adviser with the specialist knowledge is never a simple task.
Having worked with Chris for a number of years now, he has always demonstrated real knowledge and makes use of our wide range of professional contacts to ensure you have the best advice available.
Working in the health industry my depth of knowledge in the Financial world was limited to the business I was running. Having met a number of advisors over the years I was wary as they often failed to focus on my needs and wants.
What impressed me most with Chris was that he was focussed on getting me what I wanted as opposed to selling me a financial package.
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Welcome to Advies Private Clients LLP, providers of financial services including pensions, investments and financial planning, delivered with a unique approach that combines modern technology with traditional customer service.
If you choose to become an Advies client, we will work with you to implement and maintain a financial strategy to meet your needs.
This will assist you and your family in supporting your lifestyle and protecting against risks.
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As an Independent Financial Adviser at Advies Private Clients, I can offer expert Independent Financial Advice and Wealth Management across all aspects of financial planning, including.
• Retirement planning (Stakeholder Pension, Personal Pension, Pension Transfer, SIPPs)
• Post Retirement planning (Drawdown, Annuities)
• Investment Planning (ISA, Unit Trust, Investment Bonds, Capital Protected plans)
• Estate and Trust planning
• Life assurance and protection planning (Term Assurance, Life Cover, Whole of Life Cover, Income protection
• Will writing