Chris Baines DipPFS
Independent Financial Adviser
About me
With almost 25 years’ experience in Financial Services, I joined AFH Wealth Management as an Independent Financial Adviser in 2011. My approach is friendly and professional and I pride myself on building long lasting client relationships, involving when required accountants, solicitors, and family members as part of the planning process.
I have completed the Chartered Financial Planner module in Taxation and Trusts and specialise in offering expert advice in a wide range of areas to both personal and small business clients, these include.
- Individual Protection, Life Cover & Family Protection.
- Business Protection & Succession planning.
- Tax Efficient Savings & Investment Solutions.
- Discretionary & Advisory Investment Management.
- Pension & Retirement Options.
- Inheritance Tax Planning.
- Long Term Care Planning
Location
Midlands