Get to know Chris
Chris has worked as a financial planner since 2002 and holds a Diploma in Financial Planning.
He provides guidance to personal and business clients on strategies to build and protect their wealth. Chris takes a holistic approach to helping clients work towards their financial objectives, offering tailored advice on investment, retirement, and Inheritance Tax planning based on individual circumstances.
Away from work, Chris enjoys travelling abroad and exploring some of the UK’s scenic countryside.
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
In the spotlight
The most important quality in a financial planner is:
Being personable, so clients feel comfortable and confident discussing their finances when seeking advice.
My approach to explaining complex financial topics is:
Keep it simple to ensure understanding.
What do you enjoy doing during your annual leave?
I like to go on holiday, with Spain being a favourite destination.
Must-know information
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Qualifications
Diploma in Financial Planning (DipPFS)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
