Chris Lunt IFA Limited

Independent Financial Adviser 4 Tree View Court,, Maghull,, Liverpool,, L31 3HF

First meeting at adviser's own cost

Response rating

9.0/10

22nd July 2019

"UK Top 250 Rated Adviser Award 2016" & "Top Rated adviser in 2015 2014" awarded from for client testimonials

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Building your home
- Buying first home
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

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Meet our advisers

Chris Lunt DipPFS CertMP DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

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

MAQ - Mortgage Advice Qualification (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R06 - Financial Planning Practice (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

CF6 - Certificate in Mortgage Advice (CII)

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.

R02 - Investment Principles (CII)

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

R05 - Financial Protection (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

R03 - Personal Taxation (CII)

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.

J05 - Pension Income Options (CII)

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.

CF4 - Retirement Planning (CII)

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

CF3 - Financial Protection (CII)

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

Sharon Rout DipFA BA(Oxon)

IFA

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

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

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

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

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

Where to find us

4 Tree View Court,, Maghull,, Liverpool,, L31 3HF

Make an enquiry

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 £18,000,000 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 with over 75 client reviews.

Chris has received "UK Top 250 Rated Adviser Award 2016" by independent client feedback website .

Chris has also been voted as a “Top Rated Independent Financial Adviser in 2014 & 2015” in the UK by his clients through , was featured in the Times newspaper. For further information please visit:

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 independent financial review and quotation service from the whole of the marketplace to find you the most suitable deal on all of your insurances, finances & investments!

Compliance

Chris Lunt IFA Limited is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768. Our Financial Services Register number is 630282.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Conduct Authority does not regulate National Savings products, Taxation and trust advice, will writing and some aspects of offshore investments.

Chris Lunt IFA Limited offers Independent Financial Advice services to clients across the North West including: Liverpool, Maghull, Aintree, Sefton & Merseyside. Chris Lunt IFA Limited. Registered in England & Wales no.9063639 Address: 4 Tree View Court, Maghull, Liverpool, L31 3HF Tel: E-Mail:

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Building your home
- Buying first home
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

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Contact options

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