0330 038 8939
Based in Windsor
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2021
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
Last checked: 19 May 2025
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
11
Recent Client Reviews
Chris has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 24 December 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.
4
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
17
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 17 first impressions)
88% of users who are not yet clients had a positive first experience with Chris
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 17 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
Last checked: 19 May 2025
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
11
Recent Client Reviews
Chris has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 24 December 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.
4
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
17
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 17 first impressions)
88% of users who are not yet clients had a positive first experience with Chris
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 17 first impressions)
I am an independent financial planner with a diploma qualification, and I have been active in the financial services sector since 1997. My career began at Barclays, where I served in the branch network before transitioning to a Retail Adviser with Barclays Financial Planning in 2001, and later as a stockbroker and Financial Adviser at Edward Jones. In 2010, I transitioned to Blueprint, which later evolved into Intrinsic, the UK's largest network of financial advisers. Since then, I have been nurturing my business in Windsor. I joined Advies Private Clients in 2015 to better serve existing and new clients. As of April 2021, Advies Private Clients has been directly authorised and operates independently from the Quilter Network. My interests include playing and coaching football, racing with my son, and travelling, having explored numerous destinations worldwide. I am dedicated to a long-term investment strategy focused on quality and diversification. I cater to individual investors who value time-tested investment strategies over passing trends. My clients prefer the stability of professional advice over impersonal interactions with call centers or websites. I firmly believe in the importance of face-to-face meetings to offer tailored, personal investment advice and build enduring client relationships.
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
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Advies Private Clients LLP is a limited liability partnership registered in England and Wales No. OC319179. Registered Address: Advies, 15 -16 St Helen's Place, London, EC3A 6DQ Advies Private Clients LLP are Directly Authorised and regulated by the Financial Conduct Authority, reference 937655.