Following graduating from Newcastle University in 2014, Chris initially hadn’t considered a career in Financial Services, having studied History. However, he quickly realised that he was passionate about making a difference in people’s lives. So, in 2014, Chris approached Lowes to take the first step towards becoming a Financial Planner. Chris has worked in various roles over the years, initially in Structured Products and then in the Technical Department. Now, Chris works alongside Head of Financial Planning, Gershom Chan advising clients and providing technical support.
“I believe more people should be seeking professional guidance; one of the key benefits I see when giving clients advice is the peace of mind that having their finances are in the best shape for their individual requirements brings.”
Outside of work, Chris is a big fan of films and an avid musician, having played in various bands since his teenage years.
|Diploma in Regulated Financial Planning||DipPFS|
|Financial Services Products and Solutions||LP2|
|Financial Services, Regulations & Ethics||R01|
|Investment Principles and Risk||R02|
|Pensions and Retirement Planning||R04|
|Financial Planning Practice||R06|
|Personal Tax & Trust Planning||AF1|
|Financial Planning Process||AF5|
|Retirement Income Planning||AF8|
|Discretionary Investment Management||J10|
|Securities Advice & Dealing||J12|
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