
Being a Chartered Financial Planner and more recently obtaining Fellowship of the Personal Finance Society, means Kris brings a solid foundation of financial expertise to the table. Continuous learning is a cornerstone of the practice, ensuring that advice is not only current but also aligned with the latest industry trends and best practices. Kris’s goal is to empower you with the knowledge and guidance needed to make informed financial decisions.
“We work with a large range of clients, from an individual looking to set up life insurance or consolidate their pensions to working with limited company directors helping them reduce their corporation tax liabilities. I love nothing more than finding ways to help people save money and maximise their returns on their investments.
“I understand that my clients are the most important part of my firm. We feel fortunate to serve individuals who have remained loyal to us for over two decades. These relationships stand as a testament to our welcoming and supportive approach.”
Outside of finance, Kris keeps busy with running and thoroughly enjoys competing in 10k’s and half marathons. When he’s not eating up the miles running, he enjoys spending time with his young family and two working cocker spaniels.