Chris Hill
Director & Chartered Financial Planner
Qualifications:
- Chartered Financial Planner
- Certified Financial Planner
- FPFS
- DipPFS
- Chartered FCSI (Financial Planning)
- Member of the Society of Later Life Advisers (SOLLA)
- Member of the Society of Trust & Estate Practitioners (STEP)
- Pension Specialist
Chris started his career in financial services in 2007 with Hargreaves Lansdown in Bristol before moving to Devon in 2012.
Chris is one of few advisers qualified and practising as a Chartered Financial Planner, Certified Financial Planner and Trust and Estate Practitioner, giving him a large remit of expertise.
In 2019, Chris won the prestigious Certified Financial Planner Professional of the Year.
Chris is the treasurer for STEP West of England Committee and an assessor for the Certified Financial Planner qualification. Chris also volunteers for Forces MoneyPlan, which is an initiative set up to provide financial guidance injured armed forces personnel.
In his spare time, Chris enjoys competing in triathlons and completed Ironman Wales in 2018.
Specialisms:
- Care Fees Planning
- Tax Efficient Investing
- Personal Injury & Clinical Negligence
- Special Needs
- Court of Protection
- Trust Investment
- Expert Witness