Group. 
Role:
Chris is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.
Qualifications:
Diploma in Regulated Financial Planning
MSc
Memberships:
The Chartered Institute for Securities and Investment (CISI)
The Personal Finance Society (PFS)
What do you enjoy about your role?
I love being able to help our clients reach their goals! Helping our clients flourish is tremendously satisfying.
What are you passionate about?
I’m passionate about learning. I have a strong drive to master new skills, to continuously improve, and to build a deep, evidence-based understanding of subjects.
What do you like most about working for Fiscal Engineers?
I like working for a company which is passionate about doing the right thing for our clients, getting the best outcome, and delivering to the very highest standard. I love working with a team of exceptional professionals who care deeply about our clients and each other, who have an incredible family feel, and who bring positivity and enthusiasm to every day.
What are your interests?
Outside work, I enjoy playing music, reading philosophy, cooking, running, lifting, and socialising.
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
