Principal, Financial Planning
01483 330 545

Chris gained a degree in Economics and Statistics from University of York before becoming an independent financial planner in 1988. He founded and ran his own highly successful financial planning business which was sold to Punter Southall in late 2014. Many of Chris’s clients are business owners, including partners within accountancy and legal practices. He enjoys planning for them through the various phases of their business and family life, and preparing them for a business exit before they enter a fulfilling life in retirement.

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