We are a firm of independent financial adviser’s who service the North West of England. We have two independent financial advisers working at my firm along with an excellent back office team supporting us with state of the art back office and financial planning systems. We currently look after just over £30 million pounds of investments and pensions on behalf of our clients.
I am a member of the Chartered Insurance Institute and the Personal Finance Society to demonstrate my professional and ethical standards.
I am also a member of “Vouched For” which lets my clients review my services independently so you know that you will have honest and genuine reviews on my website. If you click on the testimonials page, this will give you further information. Chris has been awarded as one of the “Top Rated Advisers in the UK” by independent ratings site vouchedfor.co.uk in 2014, 2015 & 2016 which we are extremely proud of, further details of these accolades can be found in the news section of the website.
The Code sets down the principles which all members should follow in the course of their professional duties, they are:
- Comply with this Code and all relevant laws and regulations.
- Act with the highest ethical standards and integrity.
- Act in the best interests of each client.
- Provide a high standard of service.
- Treat people fairly regardless of: race or racial group; sex or sexual orientation; religion or belief; age; and disability.
I offer a free and under no obligation initial meeting at my offices in Maghull and quotation service from the whole of the marketplace to find you the most suitable deal on all of your insurances and finances! If you agree with our recommendations then we generally are paid by commission from the product provider for protection policies or we are paid by a fee paid by yourself/product provider if it is an investment and all charges are agreed in advance. All different payments options are discussed and agreed upfront in our meetings so there are no hidden costs or charges!
People have nothing to lose but everything to gain from having a free initial financial meeting and we could save you money so why not organise your meeting today and see how we can help!
Chris Lunt DipPFS
Chris Lunt IFA Limited
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