Chris Oldfield

Associate Director & Financial Planner

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Qualifications

  • Diploma in Regulated Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Life & Pensions

Meet Chris

At work

Chris has worked in financial services for more than 25 years. His career has spanned various roles at Royal Insurance, NatWest Life, Eagle Star and other Independent Financial Advisory firms.

Chris enjoys the process of helping our clients achieve their objectives.

At home

Chris has two children and enjoys spending time with his family.

He is a keen supporter and follower of Everton FC.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Chris’ entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Chris’.

Get in touch

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