Chris is a Chartered Financial Planner with over 25 years of experience in the financial services industry.
Chris has previously built up a successful IFA business specialising in holistic planning, wealth management and intergenerational planning before merging with CBW in October 2016 to become a Director of the CBW Financial Planning team.
- Chris regularly advises his clients on Inheritance Tax planning, EIS, VCT, business property relief and he holds a qualification in long term care
- Chris has extensive experience in the ever changing rules on pensions and financial planning
- Chris advises in both the corporate and personal financial planning sectors
With his wealth of experience, Chris is able to provide his clients with the best advice possible whilst tailoring it to their specific circumstances and long term goals. Chris prides himself on maintaining excellent working relationships with his clients and ensuring that they are comfortable with all information presented to them throughout the planning process.