Financial Adviser DipPFS,Cert CII (MP) in Bath
I’m passionate about helping individuals, families, business owners and the self-employed take control of their financial futures with both clarity and confidence.
I’m committed to delivering expert advice with care and integrity. I believe the best long-term outcomes derive from truly understanding your personal circumstances and aspirations. That’s why I take the time to listen carefully, clarify your objectives, and build a tailored long-term financial plan designed around you
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
First time buyers, remortgages, buy-to-let.
Bath
Somerset
United Kingdom
Chris is located in Bath and offers expert financial advice to suit your needs.
I’ve always been passionate about helping my clients navigate their financial futures.
Having spent over 15 years in the financial advice industry, I know the long-term benefits tailored financial planning can bring.
Working together to develop a long-term financial plan, I help my clients grow wealth as effectively and tax-efficiently as possible whilst helping them stay on track to reach their financial goals.
Outside of work, I live in Bath with my wife and two young children. When I’m not taking them to sports and activities, in my spare time you’ll often find me reading a good book, trying out new recipes, running a 10k, or exploring what the beautiful South West has to offer.
I bring the same energy, discipline and attention to detail to both my professional and personal life, and I’m committed to delivering the highest standards of advice and support to every client whenever needed.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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 Financial Services Ltd & Quilter Financial Ltd on 04 August 2026.
