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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.

Find out more about me below.

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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

  • Wolverhampton
    Staffordshire
    WV11
    United Kingdom
Chris Bucknall's location

Chris is located in Wolverhampton and offers expert financial advice to suit your needs.

Chris Bucknall's location

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.

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 22 August 2023.