- Estate planning
- International financial planning
- Managing divorce settlements
- Tax efficient savings and investments
Christopher is a Financial Planner at Strabens Hall. He advises clients on a wide range of planning requirements, including pensions, insurance, tax and investments. He views himself as a ‘problem-solver’ and enjoys getting involved with complex and challenging cases.
Christopher is a Chartered member of the Securities and Investments Institute (CISI) and possesses the Diploma in Financial Advice (DipFA), Certificate in Investment Management (IMC) and will soon complete the Chartered Wealth Manager (CWM) qualification, which is a qcf level-7 qualification, the highest level of professional qualification in UK financial services.
Christopher began his financial career as a private client stockbroker specialising in blue chip equities on UK and US markets. Later, he became a product specialist at Time Investments, a leading provider of Property Funds and EIS solutions with total assets of about £550m. Through this experience, Christopher provides expertise in portfolio theory and tax-efficient solutions such as Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs).
Christopher enjoys spending weekdays at a fast pace in London and weekends in the Berkshire countryside where he lives with his fiancé.