Chris Hamilton
Financial Planning Consultant in Wimborne
A little bit about Chris
Chris has over 25 years' experience in financial services including a background in trading fixed-interest securities and derivatives for major investment banks and has been advising for 8 years.
Chris can help clients plan for the future by helping them understand their current financial situation and policies and then putting plans in place to help them achieve their long term goals. Chris can advise on the full range of financial products.
Chris is married with 2 children and has recently moved to Wimborne in Dorset, although still travels regularly to Essex and surrounding areas for work. When he is not working he likes to explore his new area with the family dog Harry and tries to improve his golf.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
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.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Testimonials
DW
After contacting a number of financial advisers, who all said my DB pension transfer would be very expensive and maybe impossible, thankfully I found Chris Hamilton. Chris took the time to look into it and see that my transfer was possible and he was able to do it without the exorbitant fees that most others quoted.
Chris kept me informed all through the process and I was very satisfied with his service. I should add that Chris didn’t ask for a review, I just felt that others in my position, struggling to find an adviser for their DB transfer and feeling like most other FA’s in the profession were using the FCA rules as an excuse for incredulous fees, should know that Chris is genuine and offers great service
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.