Chris Yardley

Areas of expertise

Chris assists clients at all stages of their lives by formulating plans to help achieve their goals.

He is typically engaged when a client is approaching a change of circumstance such as retirement, divorce, the sale of a business, receipt of inheritance or when planning for the next generation.

He works closely with other advisers, particularly lawyers, accountants and investment managers, to ensure that client's matters are managed in a joined-up and complimentary manner.

Experience

Chris has worked in financial services for over a decade and previously worked at a boutique wealth planning firm advising high net worth individuals.

Notable client work and achievements

Chris takes particular pride in providing reassurance and helping clients make decisions in an informed manner with a long-term perspective.

Professional qualifications and memberships

Chartered Fellow of the Chartered Institute of Securities and investments (FCSI), Diploma in Wealth Management, Chartered Wealth Manager (CWM), Diploma in Financial Advice (DipFA), Investment Advice Diploma (IAD), Accreditation in Paraplanning (APP), Pension Transfers & Planning Advice (PTPA), Investment Management Certificate (IMC), UK Tax for International Clients.