Chris Loake:
Chris joined the industry as a graduate in 1999 and has been building his own professional client base ever since.
One of Chris’s specialisations is the analysis of old style pension contracts with the objective of uplifting returns for clients either by improving terms or investment potential, preferably both. Increasingly he is working with small to medium sized enterprises, in particular ensuring that they are fulfilling their stakeholder pension duties and advising their employees on their retirement planning in general.
Chris is a member of the Westminster Wealth Management Investment Committee with joint responsibility for fund analysis in the UK.
Chris is also Westminster’s private medical insurance specialist for individuals and small businesses. |
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