128 Haycroft Road, Hertfordshire, Stevenage, SG1 3JTContact us
Hello, my name is Chris and I have been a Financial Adviser for over 30 years having been previously a High School Teacher of Economics to University level.
My business ethic is about having a small number of clients who I look after and have a periodic relationship with; I get no satisfaction from just transacting products with members of The Public - I do not want volume business.
My business process is to understand my client holistically and develop a plan that delivers their needs; to this end I would like to think that my experience in this business and my qualifications help me deliver that to my clients.
I am ably supported by my P.A. and Administrator, Janice. She is experienced in the executive Corporate world but now works with me to deliver Client Care and their Administration.
Together we use the most up to date Technology to assess the Market providers and their contracts so that we can deliver the most value -added cost effective solutions to our clients.
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