Who we are
We count ourselves lucky to have the opportunity to help our clients create a financial plan that helps them to realise their dreams.
We never forget for one moment the trust that is put in us when we ask you to share your dreams and your personal and financial circumstances. It’s a privilege which we guard with strict confidence.
When we work together, we like to learn about you as a person, what it is that motivates you, what worries you about money, what you would really love to do, but have wondered if it’s truly possible.
We draw on our excess of 50 years’ experience in financial planning and financial services to map out how you can achieve your goals and objectives in financial terms.
We are open and honest and have a fair and transparent fee structure; there are no hidden surprises.
Meet the team
“Chris and I have worked together on a number of projects. He is always well-informed, dynamic and trustworthy. Chris is also well-connected and seems to have a contact for every possible situation. In short, a good guy to do business with.”
Let's realise the dream together
Making your dream real with Third Age Financial Planning