Private Client Consultant
Chris has over 24 years of experience in the financial services sector, with the past 15 years focused specifically on Will writing and estate planning. He is qualified with the Institute of Professional Will Writers (IPW) and is a member of the Society of Will Writers and Estate Planners (MSWW). Chris is committed to upholding the highest professional standards while delivering insightful, client-centred advice. After experiencing personal loss, Chris has developed a profound sense of empathy and understanding, making him especially effective when working with vulnerable clients. He demonstrates a strong commitment to continuous professional development, as evidenced by his additional studies in dementia care and his Distinction in the CeMAP (Certificate in Mortgage Advice and Practice). This commitment ensures that his practice remains balanced and comprehensive. Chris finds the most fulfilment in guiding clients through their concerns and helping them confidently move toward proactive solutions, often sharing moments of levity along the way. Outside of work, he values quality time with his wife and enjoys adventures with their motorhome and motorbike, as well as spending time 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.
Specialist Network
I work closely with a network of trusted professionals who complement the services I provide. When specialist input is needed—whether in financial planning, tax, accounting, property, or care advice—I can connect you with the right expertise at the right time. This means you benefit from more than just my own knowledge. I collaborate with financial consultants, tax specialists, accountants, care advisors, and estate agents experienced in related matters. Each advisor is selected not only for technical skill but for their ability to give clear, practical guidance with transparent pricing and the highest ethical standards. By coordinating their input, I ensure advice remains consistent, efficient, and aligned with your goals. From inheritance tax and probate property sales to long-term care planning and future financial security, this collective expertise makes the process far smoother. My role is to act as your central guide—bringing the right people together while keeping everything on track. With this approach, you have the confidence that every detail is handled with care and integrity
