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Please feel free to get in touch

Our Wealth Planners

Chris Edwards

Wealth Planner

Qualifications:

DipFA

Biog:

My aim is to offer a high quality service to private clients whom I feel benefit from a young and vital wealth planning relationship. I believe that wealth planning is not about products but is fundamentally about achieving goals through a long term trusted client/adviser relationship. In an ever changing environment I regularly keep my clients informed of new concepts that illustrate how their individual plans should adapt so that they can achieve their financial objectives.

I specialise in advising senior business professionals and private business owners. Prior to Sanlam I was a senior adviser at a leading wealth management firm in the City of London. Away from the office I enjoy playing and watching most sports including rugby and golf, live music, eating in great restaurants and travelling to different places.

Contact:

getintouch@sanlam.co.uk

Testimonials:

I consider myself fairly financially sophisticated having worked in Banking for a number of years. So when I was first approached by Chris I was skeptical as to whether he could help me in relation to my personal financial matters. In reality his audit of my 'financial health' identified a number of areas where I could improve my financial planning. Chris is very knowledgeable on the products he covers and once a plan of action has been agreed he implements these very efficiently. Everyone should have a 'check up' with Chris.

Senior Professional at a leading global bank

Great to find a financial consultant who is proactive, goes out of his way to give me a great service (at my convenience not his) and doesn't do pressure sales. He listens to what I want, challenges me on my thinking offering his views, and proactively prompts me to take action as needed.

Senior partner at a big 4 accounting firm.

Chris Edwards

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.