Private Client Consultant
Chris brings over 24 years of experience in financial services and has dedicated the last 15 years to specialising in will writing and estate planning. Qualified with the Institute of Professional Will Writers (IPW) and the Society of Will Writers and Estate Planners (MSWW), he upholds the highest professional standards while providing insightful, client-focused advice. Having navigated personal loss, Chris possesses a unique depth of empathy and understanding that is particularly valuable when working with vulnerable clients. His commitment to continuous professional development is shown through his additional studies in dementia care and his CeMaP Distinction in Mortgage and Protection, ensuring a balanced and comprehensive approach to his practice. What Chris finds most fulfilling is guiding clients through their concerns and helping them move confidently towards proactive solutions, often accompanied by shared moments of levity. Outside of work, he values quality time with his wife, enjoying adventures with their motorhome and motorbike, or with their five children.
Legal & Technical team
WillPack is a founding member of the Society of Will Writers and acts as our back-office legal department. They have been trading for over 30 years, making it one of the oldest surviving companies drafting Wills, Lasting Powers of Attorney and other legal documents on behalf of associates. They ensure we keep up-to-date with changes in legislation relating to estate planning. Complex cases may be drafted and checked by the legal team.
