Chris Bucknall
Financial Planning Consultant DipFA, CeMAP, CeRER in Wolverhampton
A little bit about Chris
I'm a financial adviser with over 30 years of experience. I'm passionate about helping people reach their financial goals and take pride in offering personalised advice that fits each client's unique needs. I understand that everyone's financial journey is different. That's why I take the time to get to know my clients and their aspirations, working with them to create a plan tailored to their specific circumstances.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Qualifications
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Certificate in Mortgage Advice and Practice - Level 3
- CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.
Certificate in Regulated Equity Release
- Develops specialist knowledge to understand different customer needs and to be able to advise on the different types of equity release products and the risks and benefits associated with taking out a scheme.
Testimonials
T. Williams
Chris has advised me on possible solutions for my investments, making sure to cover all corners of options and proposals and make me aware of risks. Chris was very patient through the process and I am pleased to have now moved my ISA as per Chris’s recommendation and put in place a personal insurance policy to protect my family if anything were to happen to me.
P. White
I wouldn’t change anything Chris did in his approach or the advice he gave to me. My understanding of pension options was virtually nil and Chris went to great lengths to explain what all the options were and which would best fit my specific needs, making sure that I understood totally.
K. Russell
Chris advised me on how he could amalgamate all my pensions. He did the lot, from start to finish which was great. I now have them in one place where I can keep an eye on them, and one lot of paperwork instead of four. Everything went nice and smoothly. Hassle free for me personally
Location
Chris Bucknall's location
Chris is located in Wolverhampton and offers expert financial advice to suit your needs.
More about me
I strive to create a comfortable and trusting environment where we can openly discuss financial matters. My commitment is to provide reliable advice and ensure my clients fully understand their options before making any decisions. I'm always available to answer questions and offer support, and I'm dedicated to helping my clients achieve financial success.
Beyond my work as a financial adviser, I enjoy circuit and HIIT training, reading, and spending time with my son. I believe my well-rounded experiences contribute to my ability to connect with people and understand their diverse needs.
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.