Chris started his financial services career over 20 years ago with Lloyds TSB Private Banking as an Investment Reviewer. After 2 years Chris decided that he would like to work directly with clients and moved roles to become an Assistant to a Private Banking Manager.
From this Chris progressed to become a Private Banking Manager before moving after a few years to become a Paraplanner and obtaining his Diploma in Financial Planning.
Someone is sitting in the shade today because someone planted a tree a long time ago.
– Warren Buffett
After several restructures and reshuffles Chris left Lloyds Bank as a Product Manager and joined Close Brothers as a Paraplanner for 2 years before joining Pembroke Financial Services in April 2021.
Outside work Chris enjoys spending time with friends as well as travelling whenever the opportunity arises.