Chris Wallace

Financial Planner

Chris focuses on providing clients with bespoke financial advice and planning to help them achieve their goals. He also deals with report writing, complex tax planning, and creating and discussing cashflow plans with clients.

Chris started in the sector in 2019 and quickly progressed with his exams. He is well on his way to Chartered Status and is looking forward to taking on a more independent role as a Financial Planner.

Qualifications FCA Register

What makes you smile outside of work?

Getting outside in the fresh air! I enjoy hiking, paddle boarding and walking the dog. I also volunteer as an Assistant Scout leader so you will often find me doing hikes and other activities with Scouts.

Supported by...

Amber

Labrador

Amber is incredibly well trained by her owners, Chris and Gabi, but she does have a cheeky side. While Chris is hard at work, you will usually find Amber fast asleep dreaming about her next tasty meal.