Chris Lunt IFA Limited

Independent Financial Adviser  4 Tree View Court,, Maghull, Merseyside, L31 3HF
First meeting at adviser's own cost
Voted as a “Top Rated Independent Financial Adviser in 2018/ 19” as seen in the Times newspaper along with previous awards in 2017/2016/2015/2014 in the UK by his clients through "vouchedfor" for client reviews
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Chris Lunt DipPFS CertMP DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Sharon Rout DipFA BA(Oxon)
IFA

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Chris was recommended to me by a colleague when I was looking for income protection and as he offers a free, no obligation independent financial review, I thought why not! He arrived at the appointment which was booked to suit me in my home and proceeded to talk in plain English, no jargon! Not only did he sort out my income protection, he managed to get my home insurance reduced by £50 a month! The advice he gave me and hints and tips about planning for the future were invaluable and I would have no hesitation calling him when my financial position changes to seek his advice. Overall, very polite and professional and totally genuine, he has your best interests at heart.
Mrs L Wainwright, Netherton
I always thought that financial advisors were only for people with lots of money, however, my sister had used Chris and advised me that he was able to assist in securing cheaper quotes for insurances. As I felt that I was fully insured, I did not feel that a consultation was required, but as Chris was flexible about his time and visited us at home, I agreed to meet with him. I have to say that this was one of the best decisions I have ever made. Chris came well prepared for our discussions and was also able to access information online straight away. He identified that I was wholly underinsured if I was to become sick and incapable of meeting my financial commitments, and secured me appropriate cover at a reasonable price. We have since met with Chris for a review and received better cover from a new provider. I am so impressed with the individual, independent service that he has provided us; I have recommended him to a number of family members, friends and colleagues.
Mrs S Greenhalgh, Tranmere
Can I please take this opportunity to thank you for the sterling advice, support and action as our Independent Financial Advisor over the last couple of years. Kath and I have always found you very obliging in assisting in managing and undertaking of our financial affairs. This is always carried out to the highest professional standard and will be looking to continuing this association hopefully long into the future. May I also pass on the thanks of our daughter, Hannah, who has benefitted from your financial expertise in setting up in her new home – again another satisfied client.
Mr J Pilkington, Wigan
About us

I started work at Royal & Sun Alliance and progressed through my financial adviser exams whilst there, my last role was a manager looking after a new business team for Phoenix.

In 2009, I started as an independent financial adviser and had 5 successful years there, I serviced £3,000,000 of my clients investments through my honest and ethical financial advice that I provide. I left this firm to set up my own company Chris Lunt IFA Ltd, we now look after over £45 million of pensions and investments for our clients.

I am a member of the Chartered Insurance Institute and the Personal Finance Society to demonstrate my professional and ethical standards.

Customer reviews currently 4.9 out of 5.0 on the independent review site "vouchedfor" with over 140 client reviews.

Chris has been voted as a “Top Rated Independent Financial Adviser in 2018/ 19” as seen in the Times newspaper along with previous awards in 2017/2016/2015/2014 in the UK by his clients through "vouchedfor" for verified client reviews over our services.

For further information please visit our website by searching for chris lunt ifa

Our services

We have an excellent team at Chris Lunt IFA Limited and have won several client awards over the last couple of years through independent review ratings websites including UK Top 250 Rated IFA's in 2016 as seen in the Daily Mail.

We are based in Maghull, Liverpool by Maghull train station.

We offer a free and under no obligation initial meeting and quotation service from the whole of the marketplace to find you the most suitable deal on all of your insurances, finances & investments!

Where to find us
Head office address: 4 Tree View Court,, Maghull,, Liverpool,, L31 3HF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020

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