About the Business
Since then Chris has held client facing and management roles for blue-chip companies including Abbey National, Lloyds Bank Insurance Services, Friends Provident and Zurich Insurance before becoming a whole of market Independent Financial Adviser and latterly Chartered Financial Planner.
Throughout his career Chris has prided himself on being able to develop friendly, productive relationships with his clients, establishing their needs fully and clearly, explaining their options, putting the agreed strategies in place and regularly reviewing the progress of those strategies to ensure they remain the best advice; changing directions and plans where necessary as circumstances change.
Location & Hours
382-388 Ringwood Road
Ferndown, BH22 9AU
