- Wealth structuring and succession planning
- International financial planning
- Managing divorce settlements and sharing pensions
- Tax efficient savings and investments
Christopher is a Client Director at Strabens Hall.
Christopher was named as the Financial Advisory / UHNW Services Individual of the Year in the Citywealth Future Leaders Award 2019.
He advises clients on a wide range of planning requirements, including wealth structuring, pensions, insurance and investments. He views himself as a ‘problem-solver’ and enjoys getting involved with complex and challenging cases.
He is a Chartered Fellow of the Securities and Investments Institute (CISI) and possesses the Diploma in Financial Advice (DipFA), Investment Advice Diploma (IAD), Certificate in Investment Management (IMC), and Accredited Paraplanner Certificate (APP). He also holds 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 Oxfordshire countryside where he lives with his wife.
UK Inheritance Tax (IHT) Planning: Using life insurance to mitigate an IHT liability
Exit Strategy Guide
Successful Succession Planning: Tax Efficient Structuring
Surrogacy – the financial implications
Infographic – January 2018
How can UK advisers tap into the growth in DIY investing?
Rethinking retirement – five key points to discuss with clients