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 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.
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
PH
After working in the financial sector for many years, I believed it would be simple enough for me to deal with my maturing Final Salary scheme benefits.
However, the complexities of the Defined Benefit basis, along with recent pension legislation changes, soon made me realise that most people I spoke to, in attempting to obtain vital information and guidance, were struggling to answer what I thought would be fairly basic questions.
When the option of exploring a benefit transfer was added, the situation in making the right decision for my hard-earned pension benefits, became deeply concerning.
The first ‘specialist’ IFA I contacted started well, but chose not to progress with their advice, due to the complexities of the scheme basis coupled with the fast approaching festive period.
At that stage, I thought it would be impossible to find an IFA with the knowledge and expertise to be able to conclude the advice process in the short remaining timescale.
By sheer luck, from a long list of ‘suggested’ IFA’s, I chose Chris Hamilton from Quilter Financial Advisers, and can say that I was truly surprised, and very reassured, by his expertise and professionalism.
Chris handled every stage of the complex advice process with speed, efficiency and a level of competence that I feel would be difficult to match in the current financial environment.
Having worked with a number of financial advisers during my own career, I feel it is important to remove the element of luck, where possible, in choosing the right IFA. Based on my genuine personal experience, I have no hesitation in recommending Chris Hamilton and Quilter Financial Advisers to be a trusted, reliable and highly professional choice.
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.