Chris joined 3D Financial Planning in 2015. Starting as the sole paraplanner supporting two advisors, Chris has since obtained a Level 4 qualification in Regulated Financial Advice and is qualified to provide Equity Release advice.
Since 2020, Chris has excelled as an adviser, driven by the desire to help clients understand their financial circumstances and work towards their personal goals and objectives. Placing the client at the core of every decision, he firmly believes that a comprehensive understanding of their background, journey, and future plans forms the basis of effective financial planning.
Treating each client as a unique individual, Chris invests time in truly grasping their distinct circumstances. This enables Chris to offer tailored recommendations that align with their specific needs, empowering them to progress towards their goals.
Chris’s approach focuses on empowering clients, equipping them with the knowledge and tools needed to make informed financial decisions.
Chris is dedicated to providing personalised service and embracing a holistic approach to financial planning.