Chris Poynton

Independent Financial Adviser  ., Waterlooville, PO8 0HX
First meeting at adviser's own cost
Chris is a fully independent and highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals. Chris looks after a broad range of customers throughout the South of England.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Wealth management
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Ethical investments
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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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Socially responsible investments
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Unit trusts
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Lump sum
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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Corporate pension
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Employee benefits
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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
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Chris Poynton | Chartered IFA
Financial Planning Consultant

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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

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 the financial services industry, including regulation, legislation and the Code of Ethics.

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 qualification helps advisers develop and demonstrate their financial planning capabilities. 

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

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

Accreditations
Chartered Financial Planner
About us

Chris has been assisting customers with their personal wealth for over 10 years. During this time, he has gained a high level of practical experience to compliment his advanced technical qualifications.

Chris has chosen to work with the support of 2Plan Wealth Management, a national advisory firm consisting of financial advisers and mortgage and protection specialists.

Working with 2Plan Wealth Management also allows Chris to offer you all the benefits of a larger organisation, such as the latest technology, greater financial strength, the ability to use scale to negotiate reductions in charges with product providers and investment platforms and the reassurance of a team of experts to get things right first time.

In his spare time, Chris enjoys spending time with his wife and two small children. His hobbies include reading, playing guitar and watching rugby.

Our services

Chris is skilled in the following areas:

• Retirement & pension planning
• Pension transfers
• Investment management & tax efficiency
• Investing for income
• Estate planning & trusts (including inheritance tax mitigation)
• Corporate advice (pensions, protection, investment and legacy planning)
• Personal protection
• Advising on pension divorce settlements
• Company sales

Please click **SHOW NUMBER** on this page to gain a direct telephone number.

Where to find us
Head office address: ., Waterlooville, po8 0hx
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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