Chris joined Compass after previously managing relationships between major e-retailers such as Amazon and Ebuyer. Chris was responsible for negotiating new commercial agreements such as those with Tesco Direct, Costco and Wowcher
Chris is a Fellow of the PFS and has a wealth of knowledge on financial advice. Chris has obtained chartered status and holds an Advanced Diploma in Regulated Financial Planning. During his time at Compass, he has built strong relationships: one of the reasons for this is our holistic approach to advice.
Chris has always been ambitious and in his career he has achieved the following accreditations:
- Advanced Diploma in Financial Planning (APFS)
- Fellow of the CPFS (FPFS)
- Diploma in Regulated Financial Planning (DipPFS)
- Certificate in Discretionary Investment Management (CertPFS (DM))
- Certificate in Securities Advice & Dealing (CertPFS (Securities))
- Certificate in Advanced Mortgage Advice (Cert SMP)
- Award in Pensions Update
- Certificate in Equity Release (Cert CII (ER))
- Certificate in Mortgage Advice (Cert CII (MP))
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
He has also passed the following CII exams:
- CF2 Investments and Risk
- CF6 Mortgage Advice
- ER1 Equity Release
- CF8 Long Term Care Insurance
- J10 Discretionary Investment Management
- J12 Securities Advice and Dealing
- R01 Financial Services, Regulation & Ethics
- R02 Investment Principles and Risk
- R03 Personal Taxation
- R04 Pensions and Retirement Planning
- R05 Financial Protection
- R06 Financial Planning Practice
- R07 Advanced Mortgage Advice
- R08 Pensions Update
- AF2 Business Financial Planning
- AF3 Pension Planning
- AF4 Investment Planning
- AF5 Financial Planning Process
Chris spends his spare time with his wife Adele and their 2 daughters Sophia and Emily. He also enjoys car detailing and going to the gym
What services can Chris help with?
- Wealth management & investments
- Later life & retirement planning
- Inheritance tax planning
- Protection
- Pensions
Service areas
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