Skip to main content
Search

Chris Hamilton

Financial Planning Consultant in Wimborne

A little bit about Chris

I have more than 25 years' experience in financial services, including a background in trading fixed-interest securities and derivatives for major investment banks, and have been advising for eight years.

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.

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

More about me

I 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. I can advise on the full range of financial products.

I am married with two children and have recently moved to Wimborne in Dorset; I still travel regularly to Essex and surrounding areas for work. When I am not working, I like to explore my new area with the family dog Harry and try to improve my golf.

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.