Qualifications
Get to know Chris
Chris started his career in Financial Services in 2005 with RBS, moving into regulated Financial Planning in 2009. He moved into Independent Advice in 2014, obtaining his Level 4 Diploma before becoming a Level 6 Chartered and Certified Financial Planner and CFPᵀᴹ Member. He will also shortly complete the CII Fellowship, joining a relatively small number of advisers to hold all qualifications.
With experience across a broad section of clients, Chris spends a lot of time assisting families and individuals with complex Tax and Trust needs, helping them navigate a complex subject matter.
Chris also holds an Award in Long Term Care Insurance and a Certificate in Discretionary Investment Management. He holds the Pension Transfer Specialist qualifications, with extensive experience.
Chris on the weekend
With 3 boys aged between 7 and 1, Chris jokes he doesn’t have interests of his own. He spends his time playing taxi for the 2 older boys, running them between Football, Rugby, Gymnastics, Swimming and Kempo. He particularly values the 1 hour quiet time spent in the car on a Thursday night while they are in Gymnastics.
We asked Chris three questions...
If any activity was an Olympic sport, what would you win a medal in?
Finding my family’s lost items (apart from my wife’s keys).
Who would be the three people at your dream dinner party?
Robin Williams, Walter Smith & Ricky Gervais.
If you could be any fictional character, who would you be?
Sherlock Holmes.
Work
Personal
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Food
Lamb cutlets
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Holiday
The Lake District with the Family
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Film
Impossible to choose 1 - Shawshank Redemption, The Sum of All Fears, Seven & Good Will Hunting
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Specialist subject
Everything wrong with politics
How can we help?
Start your conversation with us here. We look forward to hearing from you.
57 North Financial Planning is authorised and regulated by the Financial Conduct Authority. The FCA number is 1007217. Registered in England & Wales. Company number: 14383254. Registered office: 1st Floor, 11 Freeport Office Village, Century Drive, Braintree, Essex, CM77 8YG.
If you wish to register a complaint, please email office@57northfp.com or write to us at: 57 North Financial Planning, The Green House, Beechwood Business Park, Inverness, IV2 3BL. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567.
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