Kris Vind Chartered
Chartered Financial Planner at Chapter House Wealth Management Ltd
Based in Lichfield, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Lichfield
Industry
Financial Services
Company size
3
Contact information
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k•••••••@chapterhousewealthmanagement.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Kris Vind Chartered
As a Chartered Financial Planner (CII) and Chartered Fellow (CISI), I am passionate about offering the highest level of service to clients by giving the very best financial advice. Involved in all areas of financial planning, I specialise in providing independent financial advice in the following areas: •Wealth Management (including managing family wealth). •Pension transfers and switching. •Retirement Planning. •Advice on annual allowance and lifetime allowance limits. •Investment advice (including construction and monitoring of bespoke investment portfolios). •Tax efficient investing. •Inheritance Tax planning.
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