As founder of Talking Finances, Chris knows the value of team work – not just within the business but also with like-minded professionals in the local area. Constantly striving for the sort of service that he would be happy to receive himself, he supports and encourages the team to grow in their roles so that, together, they can extend the reach of financial advice.
When he is not playing golf, he spends many hours – and some pounds – on books to improve his understanding of people’s behaviours around money in a bid to further help his clients manage theirs. A Fellow of the Chartered Institute of Insurance and with nearly two decades in financial planning he is no stranger to study – something he is hoping to instil in his boys as they approach their teenage years.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered financial planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Fellow of the Personal Finance Society (FPFS)
Chris is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that he has attained and maintained the most prestigious level of professional financial planning achievement.
What do you enjoy most about your job?I most enjoy when clients are able to see how the plan comes together in helping them achieve their goals. The lightbulb moments.
In an age where financial scams pose a real threat, it’s important to make sure you do not take financial advice from any firm not registered with the FCA, or from any adviser who does not hold a valid Statement of Professional Standing.