Financial Adviser Profile

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Chris Lunt

Hunter Mills Ltd
FCA Verified 03/07/2014
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0203 641 5796
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Specialisms & Expertise

About Me

Qualifications

Map

Early Career

Mid Life

Pre Retirement

19%
of this adviser's reviews come from Early Career clients

I can help clients in the early stages of their career. At this stage, the most important areas to focus on are:

  • Ensuring that all savings and investments are maximising returns and in a tax efficient structure
  • Setting up pension provisions and working out a plan for building a pension pot

Services Offered

Savings and Investments

Get help and advice on:

  • Building an investment portfolio that matches your risk profile
  • Minimising your tax liability through ISAs and NISAs
  • Discussing full range of investment options including equities, funds, bonds and alternative investments
  • Setting up a savings plan
  • Ensuring savings are earning the best possible returns
Insurance and Protection

Get help and advice on:

  • Protecting income in the case of being unable to work
  • Ensuring that you are covered in case of serious illness or injury
  • Understanding the best type of life insurance for your circumstances
Pensions

Get help and advice on:

  • Starting a pension scheme
  • Making a plan for ensuring a comfortable retirement
  • Understanding whether to put money into pensions, savings or investments
  • Evaluating company pension schemes
Mortgages

Get help and advice on:

  • Buying your first property
  • Ensuring that existing mortgages are correct for your circumstances
  • Funding investment in property
42%
of this adviser's reviews come from Mid Life clients

I can help clients in the prime of their career. At this stage, the most important areas to focus on are:

  • Ensuring that all savings and investments are maximising returns and in a tax efficient structure
  • Ensuring that pension plans are on track to provide the desired standard of retirement
  • Ensuring that the correct plans are in place to cover the cost of university fees and supporting children

Services Offered

Savings and Investments

Get help and advice on:

  • Ensuring investment portfolios are performing on target
  • Ensuring a diversified portfolio that matches your risk profile
  • Minimising your tax liability through ISAs and NISAs
  • Confirming savings are earning the best possible returns
  • Ensuring savings plans are progressing on plan
  • Finding the right balance between building investments, savings and pensions
Insurance and Protection

Get help and advice on:

  • Ensuring the correct life insurance policies are in place
  • Ensuring adequate covered in case of serious illness or injury
  • Covering family in case of an unforeseen pause in income
  • Protecting income in the case of being unable to work
Pensions

Get help and advice on:

  • Consolidating company and private pension schemes
  • Ensuring pension plans are progressing on track
  • Evaluating the pros and cons of SIPPS and managed pension schemes
  • Updating plans to allow for early retirement
Mortgages

Get help and advice on:

  • Ensuring that existing mortgages are correct for your circumstances
  • Funding moving home
  • Funding investment in property and second homes buy to let
  • Discussing likely future interest rate movements and the implications for your mortgage
  • Planning for mortgages for children
31%
of this adviser's reviews come from Pre Retirement clients

I can help clients starting to plan their retirement. At this stage, the most important areas to focus on are:

  • Ensuring that sufficient reserves have been built up to provide the desired level of retirement
  • Making a plan for the time to retire and maximising the value of your final earning years
  • De risking investment portfolios

Services Offered

Savings and Investments

Get help and advice on:

  • De-risking investment portfolios
  • Ensuring the right balance between income and growth in your portfolio
  • Helping understanding the type of retirement your assets can support
  • Maximising the value of your final few years’ salary
  • Ensuring that all savings and investments are in a tax efficient structure
Insurance and Protection

Get help and advice on:

  • Evaluating life insurance policies
  • Ensuring that you are covered in case of serious illness or injury
  • Covering the increasing costs of healthcare in later life
Pensions

Get help and advice on:

  • Understanding the implications of the decision on when to retire, including options around semi retirement
  • Evaluating ther pros and cons of annuities
  • Explaining options around drawing down some/all of your pension pot
  • Ensuring private, company and state pensions are all in good shape for retirement
Mortgages

Get help and advice on:

  • Ensuring that existing mortgages are correct for your circumstances
  • Buy to let
  • Funding second homes
  • Remortgaging
Contact Me
I have worked in financial services since I was 18 years of age and I now have over 10 years of industry experience.

I started work at Royal & SunAlliance and progressed through my financial adviser exams whilst there, my last role was a manager looking after the new business team for Phoenix .

I decided to leave this role as I got into finance to help people and provide honest and ethical financial advice!

I joined Hunter Mills in 2009 as an independent financial adviser and haven't looked back since! I currently service over 120 clients and have £2m pounds of investments/pensions under management using my specialised investment expertise to grow your investment/pension, I am also a specialist in personal protection!

I have passed my diploma exams as a financial adviser and I am committed to carrying on with my advanced diploma exams so that I can continue to provide excellent service to my clients and gain chartered status.

I am a member of the Chartered Insurance Institute and the Personal Finance Society to demonstrate my professional and ethical standards.

I try to stand out as an IFA so I offer a free of charge and under no obligation review, this service also includes a full written report on your circumstances which will also contain details any advice areas and costs involved so you have all the information in writing before you proceed. All my advice is backed up in writing!

I would be happy to answer any questions at no cost or obligation.

If you contact me through VouchedFor I offer: Free 1 hour initial discussion
Contact Me
  • CII - Statement of Professional Standing (SPS)
  • CII - Certificate in Financial Administration
  • CII - Certificate in Life & Pensions
  • CII - Diploma in Financial Planning
  • CII - Diploma in Regulated Financial Planning
  • CII - Mortgage Advice Qualification
  • PFS - Member by Certificate
  • PFS - Member by Diploma
Contact Me
Address:
9 Cheltenham Close
Aintree Village
Liverpool
L10 8LX
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Typical response time within 24 hours
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We last checked that Chris Lunt was regulated by the Financial Conduct Authority (FCA) to provide advice on 03/07/2014

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