Chris M.
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Chris M. Email & Phone Number

Compliance Officer at Greaves West & Ayre
Location: Newcastle Upon Tyne, England, United Kingdom 9 work roles 8 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Compliance Officer
Location
Newcastle Upon Tyne, England, United Kingdom
Company size

Who is Chris M.? Overview

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Quick answer

Chris M. is listed as Compliance Officer at Greaves West & Ayre, a with 89 employees, based in Newcastle Upon Tyne, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Chris M..

Chris M. previously worked as Specialist Business Lead at Quilter and Pension Complaints Adviser at Tpas - The Pension Advisory Service. Chris M. holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.

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Email format at Greaves West & Ayre

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Greaves West & Ayre

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Profile bio

About Chris M.

22 Years in Financial Services with roles including Compliance Monitoring, Technical Business Assurance, Financial Advice (bank assurance) and Independant Mortgage Advice with recent Proposition roles.Attained FPFS with 360+ CII credits covering Pensions, Investments, Mortgages, Equity Release, Long Term Care, Group Risk, Trusts as well as separate Accounting and Tax qualifications.Prior to Financial Services, 5 years in accounting and taxation, including 2 years specialising in personal taxation.Volunteer experience as an adviser with TPAS - The Pension Advisory ServiceExperience includes : Financial Sales, Presentations (<100 in person delegates), T&C Assessments, Complaints Support, Financial Promotion Support, Technical Financial Support Calls, Computer Systems Trainer, Technical Presentation creation, Project Lead, Technical Subject Matter Expert, Defined Benefit Specialist, Tax Adviser, Financial Adviser, Mortgage Adviser, Workplace Pension Proposition Manager, Defined Benefit Proposition Manager, Technical Advice Assessor, Trust and IHT Advice Assessor, Long Term Care Advice Assessor, Financial Trainer, Equity Release Advice Assessor, RMAR Completion, Client Meetings, Technical Financial Training and Presentation creation, Financial Adviser Support and Training, EIS, VCT and Business Relief Pre-approval Lead, FCS Interviews, S166 Skilled Person Assessor,

Current workplace

Chris M.'s current company

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Greaves West & Ayre
Greaves West & Ayre
Compliance Officer
Newcastle upon Tyne, GB
Employees
89
AeroLeads page
9 roles

Chris M. work experience

A career timeline built from the work history available for this profile.

Specialist Business Lead

Current

Business Assurance / Compliance 2006Technical pre-approval specialist 2006-2014Pension Technical Specialist - 2015 to October 2020Specialist Business Lead November 2020 - presentQualified to FPFS level, initially joined Positive Solutions, taken over by Intrinsic, becoming Quilter Financial Planning and Quilter. Varied Compliance and Proposition roles.

Aug 2006 - Present

Pension Complaints Adviser

Tpas - The Pension Advisory Service

TPAS volunteer adviser dealing direct with pension scheme members complaining via The Pension Advisory Service. Liaising betwern pension scheme members and pension providers or company schemes to support or refute member complaints following Pension Ombudsman rules and guidance.

Jun 2010 - Jun 2012

Financial Advisor

Newcastle Upon Tyne, England, United Kingdom

Financial Adviser, Bancassurance. Branch based adviser holding CAS status providing Pension, Savings, Investment and Protection advice

Feb 2004 - Aug 2006

Financial Adviser

Newcastle Upon Tyne, England, United Kingdom

Trainee Financial Adviser including completion of the Securities Institute Certificate in Securities as well as CII FPC qualification. American company whose imported business model required cold calling/door stepping.

Oct 2003 - Jan 2004

Independent Mortgage Adviser

Solicitors Financial Services (Newcastle) Ltd.
May 2003 - Sep 2003

Mortgage Consultant

Gateshead, England, United Kingdom

Independent Mortgage and Protection Adviser

Sep 2002 - Apr 2003

Tax Senior

Newcastle Upon Tyne, England, United Kingdom

Personal Tax Return preparation

Apr 2000 - Sep 2002

Accounts Assistant

North Shields, England, United Kingdom

Accounts and Tax junior involved in manual payroll preparation, personal tax returns, vat returns and junior audit experience.

Apr 1997 - Apr 2000
Team & coworkers

Colleagues at Greaves West & Ayre

Other employees you can reach at greaveswestayre.co.uk. View company contacts for 89 employees →

8 education records

Chris M. education

Chartered Financial Planner, Financial Planning And Services

FPC 1, 2, 3, CF7, CF8, CF9, R08, GR1, HR1, J03, J04, J05, SV1, G10, G20, G70, AF2, AF3

Education record

Aat

Sage Payroll

North East Chamber Of Commerce

Sage Payroll Training

Imc Unit 1

Cfa Society

Cemap - Certificate Of Mortgage Advice And Practice

Institute Of Financial Services
FAQ

Frequently asked questions about Chris M.

Quick answers generated from the profile data available on this page.

What company does Chris M. work for?

Chris M. works for Greaves West & Ayre.

What is Chris M.'s role at Greaves West & Ayre?

Chris M. is listed as Compliance Officer at Greaves West & Ayre.

Where is Chris M. based?

Chris M. is based in Newcastle Upon Tyne, England, United Kingdom while working with Greaves West & Ayre.

What companies has Chris M. worked for?

Chris M. has worked for Greaves West & Ayre, Quilter, Tpas - The Pension Advisory Service, Lloydstsb, and Edward Jones.

Who are Chris M.'s colleagues at Greaves West & Ayre?

Chris M.'s colleagues at Greaves West & Ayre include Robyn Younger, Mike Carter, Patricia Melia, Sharon Virtue, and Wendy Strathdee.

How can I contact Chris M.?

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What schools did Chris M. attend?

Chris M. holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.

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