Chartered Financial Planner

Chris is an accredited member of the Society of Later Life Advisers (SOLLA) and specialises in giving later life advice to those tackling the challenges of getting older, whether personally or on behalf of a family member. Chris has been involved in care fees planning since 1998 and shares the knowledge and experience he has gained to provide bespoke later life advice and solutions dependent on the situation of the person needing advice.

Chris is also a Chartered Financial Planner, and a fellow of the professional body the Personal Finance Society, which means he can guide you through all aspects of financial planning for later life including; pre and post retirement planning, care planning, care fees funding advice, investments for those in retirement, estate and inheritance tax planning and equity release advice.