Chris Merry

Chris Merry

The Private Office

Minimum savings/pensions: Over £250,000

0203 551 0160
Based in Fleet-Street
View location

Top Rated 2025
Verified since: November, 2022

4.8 out of 5

66 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 April 2025

    Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Chris has provided information on their typical fees

    Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 45

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Chris

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 45 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 April 2025

    Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Chris has provided information on their typical fees

    Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 45

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Chris

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 45 first impressions)

I support clients with holistic financial planning needs. This ranges from protection, cash management, investments, planning for retirement and helping pass wealth onto the next generation, through estate planning. My priority is to establish the goals, objectives, and aspirations of my clients, so we can work collaboratively to formulate a financial plan, ensuring these are achieved. How can I help you? 1. Independent advice tailored to your circumstances 2. Help you visualise your financial future through cashflow modelling and financial forecasting 3. End to end financial planning for you and your family. My clients often ask if a financial objective is possible, such as can I retire when I want to? I enjoy nothing more than demonstrating this is achievable, through the use of cashflow modelling and financial forecasting. The cashflow modelling and financial forecasting helps clients visualise what their financial future might look like, which provides them with clarity and peace of mind moving forward.

Offers available through VouchedFor

Contact Chris through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Chris's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Age group

Clients' level of financial expertise

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