Chris Wallace
Trainee Financial Planner
Chris supports the financial planners in and outside of meetings and discusses client planning and requirements. He also deals with report writing, organising discussions with planners and paraplanners, attending client meetings, and creating and discussing cashflow plans with clients.
Chris started in the sector in 2019 and quickly progressed with his exams. He is looking forward to being signed off and taking on a more independent role as a Junior Adviser.
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.
Thomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2022 Thomson Gray Wealth Management. All rights reserved.
Production
