Chris Clay
Chartered Financial Planner at Bright Wealth Management, Senior Partner Practice Of St. James's Place Wealth Management
Based in Liverpool, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Liverpool
Industry
Financial Services
Company size
89
Contact information
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c•••••••@brightwm.co.uk
Phone
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Background
About Chris Clay
Everybody’s financial situation is unique, as are their objectives and aspirations. Therefore I believe in designing bespoke solutions tailored to each individual’s specific circumstances. I specialise in helping my clients achieve the following. • ’. •. •. •. I take a holistic approach to financial planning in which I consider how each intricate detail effects the bigger picture, using the following process to construct your personal financial roadmap. •. •. •. •. •. Your home may be repossessed if you do not keep up repayments on your mortgage. Bright Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The ‘St. James’s Place Partnership’ and titles ‘Partner’ & ‘Partner Practice’ are marketing terms used to describe St. James’s Place represents. Bright Wealth Management is a trading name of Bright FS Ltd. SJP approved 30/10/2023
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