Principal Partner Practice of St. James's Place Wealth Management
After completing his MBA, Chris started his career in finance 22 years ago working for Hambros Merchant Bank and subsequently an American investment bank, Prudential Bache Securities, giving advice to institutions on a wide range of financial derivatives and other investment vehicles.
Preferring to deal with individuals he joined Royal Life (now Royal & SunAlliance) as a financial adviser and subsequently ran one of their branches in Hertfordshire for approximately 4 years. Preferring to assist clients rather than training and managing advisers, he became an Independent Financial Adviser with Heartlands, specialising in onshore and offshore investment planning as well as Inheritance Tax mitigation and film schemes.
Choosing to specialise exclusively in investment planning and tax and estate planning, he joined St. James's Place Wealth Management in October 2000. He is now a Principal Partner and runs a Practice dedicated to wealth management, in particular reducing clients’ Inheritance Tax exposure.
BSc Hons in Physics
MBA in Finance
American & UK Stock Exchange Exams
FPC and G60 (Pensions)
Full licence in Trust* and Estate Planning (St. James's Place)
*Trusts are not regulated by the Financial Conduct Authority
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.