Meet our advisers

Chris Raymond

Chris Raymond

Chris Raymond

Independent Financial Adviser

About me

I am a Chartered Wealth Manager with extensive experience advising high-net-worth individuals and senior corporate professionals on complex financial matters. My expertise lies in delivering sophisticated, tailored strategies across investment management, tax planning, retirement structuring and inter-generational wealth preservation.

I specialise in high-value corporate advice, working closely with business owners, directors, and executives to structure remuneration, exit strategies and long-term wealth planning in a tax-efficient and commercially aligned manner.

My approach is built on discretion, technical excellence, and a clear focus on achieving measurable outcomes for clients with complex financial needs.

Location

Cardiff, London and Manchester