Chris formed the Wealth Management arm of EST with Barry to provide a unique offering in the region. Individuals and business clients can receive bespoke advice in wealth management with specialist tax, accountancy and HR support all under one roof.
An experienced Financial Planner, Chris prides himself on building long-term, trusted relationships with his clients. Providing jargon free, easy to understand advice enables them to achieve their financial objectives. He is a passionate advocate of cash flow modelling – ensuring clients can visualise their long term financial future.
Away from work, Chris enjoys spending time with his young family, running and a game of golf (if time allows).
EST CF LTD is a limited company registered in England and Wales with registered number 10314766. Our registered office is at Henstaff Court, Llantrisant Road, Groesfaen, Cardiff, United Kingdom, CF72 8NG.
EST HR LTD is a limited company registered in England and Wales with registered number 09907215 and VAT registration number 235958080. Our registered office is at Henstaff Court, Llantrisant Road, Groesfaen, Cardiff, United Kingdom, CF72 8NG.
EST ACCOUNTANTS LTD is a limited company registered in England and Wales with registered number 08303442 and VAT registration number 177035894. Our registered office is at Henstaff Court, Llantrisant Road, Groesfaen, Cardiff, United Kingdom, CF72 8NG.
Regulatory information
EST CF Ltd is authorised and regulated by the Financial Services Authority. FCA number 776883.
EST Accountants Ltd is a member of the ACCA (13292606) and CIOT (189384).
Confidentiality notice
EST Wealth Ltd is a limited company registered in England and Wales with registered number 12267012.
EST Wealth Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 921582.