Chris LloydIndependent Financial Adviser
areas of expertise
- Pensions & Retirement
- Investments
- Savings
- Ethical Investments
- Estate Planning
- Wealth Management
qualifications
- Chartered Financial Planner
- Diploma in Regulated Financial Planning
- View Statement of Professional Standing SPS
Chris, hailing from North Wales and currently residing in Heswall on the Wirral, brings over 20 years of expertise as a financial adviser to our team, along with the prestigious designation of Chartered Financial Planner.
Having previously been a part of a large national wealth management firm, Chris feels the best way to provide authentic independent financial planning is through a local boutique firm with a truly unbiased approach. He specialises in working with clients who want to work with a professional adviser to develop financial plans to enhance and protect their wealth, through tax planning strategies, investment & retirement planning.
I am really happy to work at a company where I can help clients achieve financial peace of mind through authentic independent financial planning where we represent our clients not any third party investment or insurance company.
Chrisβs decision to become part of Celtic Financial Planning was influenced by our profound commitment to both community and environmental efforts, along with our extensive and meticulously developed independent investment planning solutions.
contact details
contact form
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