Organise, Understand & Plan

I’m Chris and having worked in the complicated world of financial services for almost 30 years, I have a simple mission:

“I want to help you organise, understand and plan your financial future”

That’s it !

” Plan ahead – It wasn’t raining when Noah built the Ark “

(Richard Cushing)

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Areas Of Expertise

See below, some of my areas of expertise that I can call on to help you:

  • Organising & understanding your finances
  • Understanding your income & Expenditure
  • Protecting your family & wealth
  • Buy to Let portfolio’s
  • Significantly reducing the costs of running your finances
  • Demystifying pensions & investments
  • Getting started with investing
  • Pension consolidation
REQUEST A FREE APPOINTMENT
" Chris has shown me how to start investing, choose a platform and select investments to meet my objectives. Easy to understand and put actions in place. "
John Doe
John Doe
" Chris has really helped me with my pension. He answered all my questions and is helping me put a more detailed retirement plan in place. "
John Doe
John Doe
" I was nervous about investing money in my pension, but Chris worked with me to walk me through it and what I need to do to get comfortable making my first investments ever. "
John Doe
John Doe
" We had lots of questions around our retirement and what we needed to do. Chris helped us understand what we have and the actions we need to take. "
John Doe
John Doe
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