Chris Poynton

Independent Financial Adviser  ., Waterlooville, PO107AD
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
9.4/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Mr Chris Poynton | Chartered IFA
Financial Planning Consultant

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 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 helps advisers develop and demonstrate their financial planning capabilities. 

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 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 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.

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

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

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.

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

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 analyse and apply financial information and portfolio management skills

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

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

Accreditations
Chartered Financial Planner
About us

This is what we aim to do: to help you make informed decisions about your money.

2Plan Wealth Management is a national advisory firm consisting of financial advisers and mortgage and protection specialists.

Working with 2Plan Wealth Management also allows us to offer you all the benefits of a larger organisation, such as the latest technology, greater financial strength, the ability to use our 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.

Our services

Chris is skilled in the following areas:

•Retirement & pension planning (accumulation, draw-down and transfers)
• Investment management & tax efficiency
• Estate planning & trusts (including inheritance tax mitigation)
• Corporate advice (pensions, protection, investment and legacy planning)
• Personal protection

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

Where to find us
Head office address: ., Waterlooville, GU32 3ET
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 2nd August 2021

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