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Chris Marshall has built considerable experience in the financial planning sector having worked for a major high street bank before becoming independent in 2009.
Chris believes that he is now one of the UK's highest qualified financial advisers having attained Chartered Financial Planner status in 2012, which is the highest exam based qualification for financial advisers in the UK.
He has also been elected a Fellow of the Personal Finance Society, holds the prestigious CERTIFIED FINANCIAL PLANNERCM status, and has achieved the Certificate for Financial Services (Trust and Estate Planning) from the world renowned Society of Trust and Estate Practitioners (STEP).
In November 2012, Chris gained national recognition when he was named as UK Inheritance Tax Planner of the Year by the Financial Times’ specialist publication, Money Management.
You can contact Chris for a free initial discussion on investments, pensions and inheritance tax planning via this website.
75point3 Ltd, 14 Penrhyn Road, Colwyn Bay, Conwy, LL29 8LG, is authorised and regulated by the Financial Conduct Authority Firm No 418618.