Centurion Chartered Financial Planners
Associate
Chartered Financial Planner
3rd Floor, The Forum, Barnfield Road
Exeter,
EX1 1QR,
United Kingdom
01803382814
Chris started his career in financial services in 2007 with Hargreaves Lansdown in Bristol before moving to Devon in 2012. Chris is one of few advisers qualified and practising as a Chartered Financial Planner, Certified Financial Planner and Trust and Estate Practitioner, giving him large remit of expertise. In 2019, Chris won the prestigious Certified Financial Planner Professional of the Year.
Chris can provide advice regarding the division of pensions, including Pension Options Reports for court. Chris advises a wide range of clients following divorce proceedings on a variety of topics.
Memberships
- Chartered Financial Planner
- Certified Financial Planner
- Member of Society of Trust and Estate Practitioners (STEP)
- Certificate in Long Term Care Advice
- Member of the Chartered Institute of Securities and Investments
- Fellow of the Personal Finance Society
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Member of the Society of Later Life Advisers
- Associate of Resolution