Chris began his career in financial services in 1993, working for Guardian Financial Services in Canary Wharf and Friends Provident before becoming an IFA for the Patrick J Ralph Consultancy in Liverpool. He joined Sanlam in 2000 and has enjoyed many years helping his clients plan for their future and reach their goals.
He is a Chartered Financial Planner as well as a Certified Financial Planner - qualifications that are only held by around 3% of advisers in the UK.
These qualifications demonstrate not only technical knowledge but also Chris’ ongoing commitment to a code of ethics which focuses on building long term successful relationships with his clients, trust integrity and a genuine interest in putting his clients first and helping them achieve their life goals.
Chris’ testimonial highlight how his clients value his friendly, straightforward approach to financial planning and the results this can bring.
Chris is advises on all areas of financial planning. He specialises in investment, pensions and inheritance tax planning and providing advice to people close to retirement or in retirement.