Chris Loake

Chris Loake

Advising clients since: 1999

Qualifications: BA (Hons) DipPFS

Areas of expertise: Pension planning and risk management (protection)


Chris specialises in delivering bespoke financial planning to High Net Worth Individuals with a unique and thorough approach to protection planning.  In addition his particular expertise is in pension planning having achieved the highest pension qualification  available through the chartered insurance institute.  After establishing a financial safety net for clients Chris’ main focus for clients is capital accumulation making sure all available tax allowances are utilised.

Chris splits his time between Manchester and London. Chris’ interests include travel, playing golf, baseball and is a long suffering supporter of Wolves.