Chris Birch

chief executive and chartered financial planner

T: 01420 83517

With much of his time spent advising clients, Chris oversees the smooth running of the business. He also chairs our investment committee, which is responsible for selecting and monitoring the funds that we invest in on our clients’ behalf. As our longest serving member of staff, he champions the investment principles that we founded our company on and makes sure that we continue to uphold them.

Chris joined us in 1998 and has 23 years experience in the industry.

He began his career with the fund management monitoring team at Skandia Life (now Old Mutual Wealth) and later joined Frank Russell, a global specialist in investment consultancy and ‘managing the investment managers’. Looking after the pension funds of large multinationals, it was here that he honed his strong analytical skills.

Qualifications

BA (Hons) in Financial Services, Chartered Financial Planner, Advanced Diploma in Financial Planning, Associate of the Personal Finance Society, Investment Management Certificate