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Chris Wordsworth - APFS

Chris was awarded Financial Times’ Money Management Magazine Overall Financial Planner of the Year in 2018. He continues his good work in helping people achieve their financial goals. Chris’ clients benefit from his expertise in; Investments, Pensions, Retirement Planning and Tax efficiency

FCA reference number: CCW01053

Chris Wordsworth

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • BSc (Hons)

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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