Interview -
Meet the team – Chris Allen
In our latest interview, we speak with Chris Allen who heads up our Wealth Planning team in London.
What is your area of expertise?
I am a financial planner and focus on giving our clients genuine holistic financial advice. It sounds cliché but I don’t go into a meeting with a pre-packaged solution. My advice is about what is right for the client, and they really are at the heart of what we do. So, my expertise is my ability to create a tailored financial plan which is suited to each client’s ever-changing circumstances.
How is Arbuthnot Latham supporting clients at this time?
There are many concerns right now from cost of living and inflation to rising energy prices. But what is crucial to remember is that no financial plan is set in stone. We offer regular contact and high service levels to meet clients’ needs, which means we have the opportunity to revisit the plan to establish whether these trying times have affected it, and then agree and pivot the plan as necessary.
What do you think sets Arbuthnot Latham apart in the market?
Simply put it’s time – we take the time to get to know our clients, their family, as well as their objectives and aspirations for the future. We don’t skip to the end to the pounds and pence. We talk about and get to understand what they want to achieve: is it buying new property, enjoying a great lifestyle for them and their family, retiring early, or perhaps never retiring? It is about being that genuine trusted adviser who fully understands a client and their family, and from here we are then able to create a financial plan that is tailored to their aspirations, circumstances, and goals.
What do you like to do outside of work?
Spending time with my family! I have two boys, aged 6 and 4, so I like nothing better than playing with them. I also enjoy playing sport. I love football and golf. I am terrible at golf, but I am convinced there is a decent golfer inside me somewhere…!
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This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.