Chris Malcolm BA Dip PFS
Chris is a Director in the business following its formation in 2011. After attending school and university in Glasgow, Chris entered financial services. Apart from advising clients he has worked in consultant positions for several large insurance companies such as Zurich and Scottish Widows.
Currently he holds the level 4 Diploma for Financial Advisers and is presently undergoing the Certified Financial Planner assessment which he hopes to complete successfully in due course
Additionally he holds a range of advanced qualifications including the Society of Trustees and Estate Practitioners Financial Services Certificate, the Equity Release and Long Term Care qualifications, pension qualifications, as well as the CII Mortgage Advice Qualification.
Chris advises a range of clients of all ages. He has a wealth of experience advising clients Pre and Post Retirement in all areas of advice ranging from Mortgages, Investments, Pensions, as well as Long Term Care and Inheritance Tax Planning.
He works closely with Solicitors, Accountants and Asset Managers to offer a complete financial planning service and therefore helping his clients achieve their objectives.
Chris lives in Polmont (Falkirk) and is married to Kate. They have two children Sophie and Finlay.
In his spare time Chris enjoys golf, rugby, football and spending time with his children (as well as being a non-paid taxi driver for their range of activities)
T: 0141 204 3272
M: 0779 583 0621
To view a copy of Chris’ Statement of Professional Standing please click here