Christophe Berra

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.

After a successful 20-year career in professional football, playing for clubs including Heart of Midlothian, Wolverhampton Wanderers, and Ipswich Town, as well as earning forty-four caps for Scotland, I transitioned into financial planning with the same dedication and discipline that defined my sporting career.

Having worked in coaching roles, including six months in the USA, I ultimately decided to follow a long-standing interest in finance upon returning home. Having had my own financial planner for over 15 years, I gained valuable insight into the importance of thoughtful financial guidance and was encouraged to pursue this career myself. I pride myself on honesty, reliability, and a commitment to delivering the best possible outcomes for my clients. My approach is rooted in clever planning, integrity, and a genuine passion for helping others achieve financial security.

Outside of work, I cherish time with my family, enjoying walks and coffee outings. I’ve recently taken up tennis, adding a new challenge to my personal fitness routine, an area of life I’ve valued for two decades. I also plan to return to golf once life settles, as maintaining an active lifestyle continues to be a priority.