Chris Kaine

I have worked in the financial services industry since 1993, providing trusted financial advice to clients and their families for more than 25 years.

I offer extensive experience across all areas of financial planning, including retirement planning, effective tax strategies, tax-efficient investments, insurance and protection, and inheritance tax advice. I am a member of the Chartered Insurance Institute, hold the Diploma qualification, and have also achieved an advanced qualification in financial planning.

My approach is straightforward and client-focused. I take the time to understand your current situation, agree your financial goals, and put a clear plan in place to help you achieve them. Your plan and any associated investments are reviewed annually and updated as needed to reflect changes in your circumstances or objectives.

I work closely with specialist teams in equity release, protection, and wills and trusts to ensure clients receive a fully comprehensive service. For those who choose to invest, I am supported by an in-house independent investment team that researches and analyses a wide range of opportunities, offering tax-efficient investment solutions suitable for everyone from first-time investors to those seeking higher-risk strategies.

Outside of work, I enjoy spending time with my wife, Caroline, our daughter, Grace, and our two chow chow dogs. My interests include social and competitive tennis, long walks with the dogs, and fundraising for charity. More recently, I climbed Snowdonia in record time and organised fundraising in support of Hearing Dogs for Deaf People.