Chris Russell

Areas of expertise

Chris helps his clients to achieve their goals by using financial planning to design the future which they desire. He works with private individuals, trusts, and business owners. Areas of expertise include:

• Pre-Retirement Planning – How much do I need to put into my pension and when can I afford to stop working?
• At Retirement Planning – I want to retire now, what are my options?
• Investment Advice – How do I make my money work harder?
• Family Protection – What happens to my family and I if the unthinkable happens? For example, serious illness, incapacity, injury, or death.
• Tax efficiency - How should I best structure my wealth and where should I draw my income from to be as tax efficient as possible?
• Inheritance tax and Intergenerational Wealth Planning – What steps should I take to be in control of passing wealth to loved ones whilst also minimising tax?
• Pension Transfers - Should I transfer out of my final salary pension?
• Personal Injury Trusts – How do I invest my settlement to help ensure it lasts a lifetime?
• Business Owners – Which steps can I take to protect my business and extract profits tax efficiently?

Experience

Chris has worked in financial services since 2001 and has been providing advice since 2006. He joined Tilney in 2017 and has since built a book of valued existing clients. He enjoys helping both new and existing clients with financial planning queries of any nature. He also holds specialisms which allow him to advise on pension transfers as well as providing financial planning advice to personal injury trusts.

Notable client work and achievements

Chris holds both the Chartered Financial Planner and Chartered Wealth Manager designations making him one of the few advisers to be awarded the Chartered status with multiple professional bodies.

Professional qualifications and memberships

A Chartered Financial Planner and Member of the Personal Finance Society (PFS)
A Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment (CISI)
Pension Transfer Specialist (PTS)
A Society of Trust and Estate Practitioners Affiliate (STEP)