Welcome to Chris Lunt IFA Limited
We are a firm of Independent Financial Advisers servicing the North West of England. The firm was set up by Managing Director Chris Lunt, and now has a number of advisers at the firm including an excellent back office team. We pride ourselves on having state of the art back office and financial planning systems, enabling us to provide our clients with an up to date bespoke service.
We listen to our clients. It is vital that we understand your financial needs. We help you plan for the future and we aim to communicate our recommendations clearly and without jargon. We will not make any recommendations unless we believe they are right for you in your individual circumstances. We are regulated by the Financial Conduct Authority. At the heart of this is the obligation to treat customers fairly.
Our advisers are members of the Chartered Insurance Institute and the Personal Finance Society. Chris is also a member of the independent ratings site “Vouched For” which enables clients to post independent reviews of our services. Vouched For have designated Chris one of the “Top Rated Advisers in the UK” in 2014, 2015 & 2016.This award was replaced in 2017 with the “certificate of excellence” of which Chris holds, we currently have a client rating of 4.9 out of 5 of which we are extremely proud about.
We offer a free and under no obligation initial meeting at our offices in Maghull. We use this meeting to gather information to enable us to identify whether we can help you. The initial meeting also enables you to determine whether we are right for you. We will explain how we research the whole of the market for the best product for you, and we will provide you with details of how we charge for our services. There are no hidden charges. You will never incur charges unless you have agreed a fee in advance.
We aim, wherever possible, to add value to your finances.
Chris Lunt DipPFS
Chris Lunt IFA Limited
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