1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Petersfield
  10. breadcrumb-arrow
  11. Chris Poynton

Chris Poynton

Independent Financial Adviser  ., Waterlooville, PO9 6DX
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Chris Poynton | Chartered IFA
Chartered Financial Planner

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 - individual adviser accreditation
What our clients say
Client review, August 2021. "Chris has looked after my financial investment extremely well. He is always courteous, thorough, efficient and professional. In particular he has a friendly, approachable and understanding manner. Chris has delivered complicated financial information with clear, well informed advice in a way that a layman understands, enabling me to make a decision to give long term protection for my funds. I have found him extremely trustworthy, showing true integrity and would strongly recommend Chris.
Sally, Hampshire
About us

I believe in the importance of providing clear, independent, concise and jargon-free information to customers so that they can make informed decisions about their finances.

It is not uncommon for customers to feel daunted about the concept of receiving financial advice. Placing your trust in a professional to help you manage your money takes careful consideration.

This is why I take a relaxed but professional approach to financial planning. I ensure that all prospective customers are given sufficient information and time to reflect on their options before any commitments are made by either party.

You may find that you have questions about financial planning or your pensions / investments but are not ready to commit to a meeting. This is not a problem. Feel free to click on the "Show Number" tab on the right hand side of this profile. This will give you a number that redirects you to my phone where I will be happy to answer any initial queries you may have.

Our services

I work in partnership with 2Plan Wealth Management, one of the UKs largest providers of independent advice.

This allows my clients to benefit from the resources and protection of a larger organisation, whilst receiving a personal service from an adviser who values every individual relationship.

My advice services include:

• 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

Where to find us
Head office address: ., Waterlooville, po9 6dx
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Leadenhall Wealth Management
Independent Financial Adviser 0.08 mi
We serve one purpose; to help you make the most of your money.
 
See profile
2plan wealth management
Independent Financial Adviser 5 mi
Our focus is on the provision of independent advice covering investments, pensions, savings, estate planning and protection for private investors, charities and businesses.
 
See profile
Mark Graham Financial Services Ltd
Independent Financial Adviser 6.15 mi
I believe in forming long-lasting relationships with my clients and providing an ongoing service is vital for achieving their goals
 
See profile
Flying Colours
Independent Financial Adviser 7.41 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile