Chris joined the Adviser team at Fiducia in October 2023.
Having worked successfully in financial services for over 20 years, Chris is a Chartered Financial Planner,
Graduating from Portsmouth University with a degree in history, he started his career with a national bank. Making the decision to specialise in personal financial advice, Chris first worked for a national life assurance company before moving to the financial services department of a Cambridge-based law firm.
Historically, Chris has worked in more technical areas of financial advice e.g. managing pension schemes for clients of a local investment firm and providing advice to the trustees of small company-based pension schemes. The opportunity to focus more directly on personal financial advice at Fiducia appealed to Chris at this stage in his career..
His specialisms include lifetime cashflow forecasting, pension advice and succession planning. He has recently embarked upon the diploma for the Society of Trust and Estate Practitioners.
In his spare time, Chris enjoys cycling in Suffolk and, when he isn’t revising, attending a local book club.