Christopher Wheeler Fpfs Email & Phone Number

As a Chartered Financial Planner and Fellow of the Personal Financial Society, I bring over 18 years of experience in the financial services industry. My expertise spans across holistic financial planning, pension and retirement income strategies, Self-Invested Personal Pensions (SIPPs), portfolio management, as well as some accounting (although that’s getting rather rusty!).I am dedicated to providing comprehensive financial plans tailored to each client’s unique needs, ensuring a secure and prosperous future for you and your family. With an in-depth knowledge of tax planning and later life matters. I strive to help clients make more informed decisions that align with their own personal values be that financial, or more environmentally and socially conscious led investing, having gained valuable experience in this area in the early part of my career. I hold qualifications from the Chartered Insurance Institute and the Association of Accounting Technicians as well as the Pensions Management Institute reinforcing my commitment to excellence in the financial sector.Please do get in touch to explore how I can help you achieve a better understanding of your financial situation and create your road map to financial freedom and achieve your aspirations.