This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
What our clients say
Chris is very good at communication. He is prepared to spend time to explain the pros and cons of various actions and if he has any doubts he will go to the necessary people for clarification and hassle them until they come up with the answers. He also makes home visits which is very convenient for us.
Chris was excellent throughout the whole advice process. He was one of very few advisors who was able to help with advising about moving abroad, and spent a lot of time helping me understand the process and what it would be useful for us to do. He was quick to reply to emails and I felt really worked around my busy work schedule; he was flexible and always willing to spend as much time as necessary with me. He explained the wide range of options and products available to me fully, and was clear and fair in the advice he gave - he fully appreciated our situation and didn't try to 'oversell' any products which were clearly beyond us!I fully recommend Chris and I look forward to working with him again when I return to the UK.
Mr Payne, Bristol
Chris allways brings written details of our investment and pension plans and talks us through them. He does it in plain language that we understand. He is helpfull, friendly and unhurried. We never feel pressurised and any advice he gives he always tells us to think about it and ring him if we wish to go ahead.
I am not very good with finances and I found Chris' advice very down to earth and easy to understand. He also keeps in touch on a regular basis either to update me on things or just to see how things are going. I also feel that I can ring him at any time if I have any concerns and he can either talk me through things on the phone or make an appointment to come and see me. I have just retired and Chris' advice on my monthly income has been invaluable.
Chris made us feel very confident on helping us with our money investments. Explained himself very well to our understanding.
Chris knows the products in the market well and takes a personal interest in our affairs. We are at an important stage of our financial planning as we approach retirement.We are confident that Chris will help us get the best from our investments
Chris provides a thorough and comprehensive service and makes sure that the customer understands and is comfortable with his recommendations. He is very easy to talk to and very professional at the same time.
Chris is very easy to talk to and makes things very clear to us. he is great at explaining his advice and listening to our questions and responding helpfully. We are confident he knows what he's doing, understands what we want and will look after our money well.
Chris has provided first class service, always keeping me informed and updated on my pensions and proactively contacting me to discuss options when they arise. Talks through the options in plain English making everything easy to understand to enable the right action to be taken. I would have no hesitation in recommending Chris.
Mr Rear, Hertfordshire
A friend of mine recommended that I use Chris as my financial adviser and I was very impressed by the fact that he was advising me not to transfer a pension, even though he would would of earned more by advising me to do so - he clearly has his clients best interests at heart.
Chris has provided myself and my wife with excellent financial advice during the last 4 years. His advice is always clear and concise. He cuts through all the "jargon" and explains it in plain english. He understands our needs and our attitude to risk. He always reacts to our requests very promptly no matter how big or small.He is also has a very personable manner and puts us both at ease.
Explained clearly what he would be doing - used easy to understand terminology for me as a non finance person! Kept in contact and confirmed all conversations in writing.
Based on the service received to date there are no areas that could be improved on.
I have been really pleased with the advice Chris has given to me over the years. He is very thorough and great at making complex situations simple and easy to understand. Im always pleased to refer Chris to friends.
We provide financial advice with honesty and integrity within a framework that suits you. We have an excellent local reputation for delivering high quality and trustworthy advice.
We specialise in providing pension, investment protection and tax planning to individuals and businesses.
As a independent firm of financial advisers you can be reassured that the advice we provide is in your best interests as we work for you, as a valued client.
As well as our highly qualified and experienced independent financial adviser, our service is supported by our friendly administration team ensuring each client receives an exceptional level of service.
We would be delighted to provide you with a complimentary initial meeting at your home.
We take time with our clients so they do not feel rushed or hurried in any way. We listen to our clients needs and provide comprehensive advice, which is delivered in a clear easy to understand manner.
Where to find us
Head office address: Unit 3, Gate Farm, High Street, Sutton Benger, Chippenham, SN15 4RE
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