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Chris Barnes

Financial Planning Consultant DipPFS in Newcastle-Upon-Tyne

A little bit about Chris

I am a fully qualified financial planner and like to dedicate my time and effort to understanding my clients’ personal needs, goals and objectives to ensure I deliver suitably tailored advice to them all.

I take pride as a financial planner in helping people to make better decisions and live their life in the way they would like. I like to help and support my clients so they can plan, protect, and enjoy their life to the full, safe in the knowledge they have my full support in financial matters.

Find out more about me below. 

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Chris's location

Newcastle-Upon-Tyne
NE77
United Kingdom

Chris is located in Newcastle-Upon-Tyne, and also covers Blackpool and the Fylde coast, and offers expert financial advice to suit your needs.

More about me

I originally come from an IT/Project Management background and have worked at Quilter Financial Advisers since 2015 in various departments. I am qualified as a financial planner, having achieved a Diploma for Financial Advisers (DipFA).

I like to dedicate my time and effort on understanding my clients’ personal needs, goals and objectives to ensure I deliver suitably tailored advice to them all. I take pride as a financial planner in helping people to make better decisions and live their life in the way they would like. I like to help and support my clients so that they can plan, protect, and enjoy their life to the full, safe in the knowledge they have my full support in financial matters.

Outside of work I’m a keen hockey player, umpire and coach for Newcastle Medics hockey club, plus I help with the running of the North East hockey league. I enjoy walks, a good book, computer and board games, music, sport (supporting Blackpool FC, Lancashire CC, Newcastle Falcons RU, ST Helens RL and the New York Jets), trains/engineering and history. I have a large range of interests as seen above and come from a family of primarily teachers and police officers.

I hold degrees in Computer Science, Maths, Business Management, Psychology and Politics. I also believe in helping those less fortunate and regularly raise money for different charitable organisations, including Trinity Hospice in Blackpool, MacMillan, Northumbria Blood Bikes and Scarborough Court near Newcastle.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.