(left to right- Emma, Sharon, Chris, Jodie)
Chris Lunt DipPFS, Cert CII (MP)- Company Director
I have worked in financial services since I was 18 years of age and I now have over 15 years of industry experience, I have been an IFA for the last 8 years.
I started work at Royal & Sun Alliance and progressed through my financial adviser exams whilst there, my last role was a manager looking after a 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 a independent financial advice firm in 2009 as an self employed independent financial adviser and had 5 successful years there.
I decided to leave my previous employer in January 2015 to set up my own firm Chris Lunt IFA Limited. My firm currently looks after over £30 million pounds worth of investments and pensions on behalf of my clients
I have passed my diploma exams as a financial adviser and I am committed to carrying on with my exams so that I can continue to provide excellent service to my 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.
In my spare time I enjoy watching and playing football and golf and I am a keen Liverpool FC fan.
Sharon Rout DipFA BA(Oxon)- Independent Financial Adviser
Sharon is an Independent Financial Adviser who has worked in the financial services industry for 5 years. She originally worked as a solicitor in London and Liverpool, having studied law at Oxford. Prior to working as an IFA, Sharon worked as an adviser for the Citizens Advice Bureau.
Sharon feels her past professional experiences enhance her practice as an IFA. She has an eye for detail, and a determination to ensure her client’s understand the financial issues relevant to them, and their options in improving their financial situation going forward.
A proud Prestonian, she has lived in Ormskirk since 1992, and all 3 of her children were born there. When she isn’t working as a taxi driver and personal assistant to the children, she enjoys socialising with her lovely friends, holidaying with her lovely partner, and putting her feet up with a glass of wine.
Nigel Connolly AdvCeMAP, CeRER, CeRCC – Senior Mortgage Adviser
Nigel joined the firm in January 2018 due to our expansion and is our dedicated in house mortgage and protection adviser,
Chris has known Nigel for the last 8 years as they worked together at a previous firm.
Jodie CertPFS – Office Manager
Jodie joined the firm in 2015 and has worked with Chris within other organisations for the last 7 years, Jodie has 18 years of industry experience and is the office manager at Chris Lunt IFA and deals with the day to day running of the office and staff as well and providing paraplanning support to the IFA’s. In Jodie’s spare time she enjoys looking after her horses as her daughter is a keen show jumper at national level and has competed at horse of the year show.
Emma – Office Administrator
Emma joined the firm in May 2016 as an apprentice studying for business administration, she has now qualified and is now a full time permanent employee studying through her financial exams with the CII. Emma provides back office and telephone support to the IFA’s and to clients. Emma enjoys going the gym in her spare time and is a keen explorer.