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.
