Chris is a Director with over 25 years financial services experience, including roles within Scottish Widows, Lloyds Bank International and the Vantage group of companies. These Private Banking, Independent Financial Advisor and Pension Trustee roles have provided Chris with a broad knowledge of local and international wealth planning issues and opportunities.
He enjoys working with his clients to understand their needs and financial goals, recommend suitable solutions and conduct regular reviews to ensure their objectives are achieved.
Chris is a Chartered Financial Planner, a member of the Personal Finance Society and currently holds the Chartered Champion role for Jersey. He also holds the Chartered Insurance Institute, Pension Transfer Specialist qualification, AF3.
Chris is married with 4 children and is a keen Boro fan. He cycles to the office most days and enjoys playing golf when he can.