“No client is the same. The best bit of the job is getting in front of them, finding out what they need and doing your utmost to fulfil that. It is not just numbers, it’s people.”
- Locations
- Dundee
Chris is a Chartered Financial Planner who works on retirement planning, wealth accumulation, estate and investment planning and protection planning with a broad range of clients. He specialises in pensions, SIPPs, and Trust planning.
Chris is proud of the personal service he provides, believing that one of the most important skills he possesses is the ability to listen. Many of his clients have remained with him for over 20 years.
Chris began his career in financial services in 1998 with Aitken MacDonald. RBC Brewin Dolphin acquired the business in 2002 and he took on a financial advice role. He became Divisional Director in 2015. He holds the Chartered Insurance Institute’s Advanced Diploma in Financial Planning, is a member of the Personal Finance Society and is working towards a PFS Fellowship.