About Chris Large
Since starting his career in financial services in 1990, Chris has achieved the highest qualifications possible in the profession – being a Chartered Financial Planner and a Fellow of the Personal Finance Society, an Associate of the Chartered Insurance Institute, an Associate of the Pensions Management Institute, a Chartered Insurer and qualified as a Defined Benefit Pensions Transfer Specialist. These qualifications demonstrate enhanced technical knowledge and sophisticated financial planning skills.
Chris was previously at St. James’s Place Wealth Management, before deciding to work with Lowes and provide high quality financial advice and an ongoing service that makes a real difference to clients.
His philosophy is to ensure the long term financial, legacy and lifestyle goals of his clients and their families are met through trusted long term relationships.
Chris also works closely with corporate clients, pension schemes, trustees and other professional advisers.
Chris has two sons and likes to keep fit by running most days alongside his two dogs. At weekends he can be regularly found tackling obstacle course events – the biggest to date being 20 miles and 200 obstacles including scaling 20 foot high walls and plunging into ice cold water!
Clients & Geography
Chris currently services the financial needs of clients across the South of England covering areas around London, the South East, and Bristol. He also advises clients in and around the Midlands area and Yorkshire.
|Associate of the Chartered Insurance Institute
|Associate of the Pensions Management Institute
|Fellow of the Personal Financial Society
|Long Term Care Insurance
|Financial Planning Process
|Personal Tax & Trust Planning
|Advanced Diploma in Financial Planning
|Chartered Financial Planner