Chris joined the Beaufort Asset Management team in November 2014 as a Paraplanner, having gained extensive experience at a City Wealth Management firm. These roles have helped him to perfect his highly technical and analytical skills, which now aid in the advice he provides to clients with regard to their wealth planning.
Chris holds the Diploma in Financial Planning and is working towards Chartered status.
Away from the office
Chris enjoys indulging his passion for motorbikes, golf and football.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Chris’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Chris’s SPS on request.