Christopher Wheeler FPFS
Chartered Financial Planner at MPA Financial Management- Claim this Profile
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Topline Score
Bio
LinkedIn User
Wow! As a 22 year old who hasn’t got to grips yet with what to do to plan for future Christopher definitely shone a bright light down and gave me some guidance. Definitely recommend! With everything going up and seeing for my self how much inflation is impacting the elderly generations pension pot I would definitely recommend him to help sort all my pension and to set a plan on how to get ready for the future. You know you have meet good financial planner when he is prepared to go through 4 full black bin liner of paper work to help you out. I’m even recommending him to my grandparents as well!!
★ ★Toni Sharp★ ★
What I like most about Chris's approach to work is his honesty, no hard sell approach and the fact that he understands not everyone fits in the same box. He has taught me lots about investments, the choices we actually have to support causes close to us, about how we can plan for retirement in different ways whilst still being able to enjoy our path getting there. Chris with listen to what's important to you.
LinkedIn User
Wow! As a 22 year old who hasn’t got to grips yet with what to do to plan for future Christopher definitely shone a bright light down and gave me some guidance. Definitely recommend! With everything going up and seeing for my self how much inflation is impacting the elderly generations pension pot I would definitely recommend him to help sort all my pension and to set a plan on how to get ready for the future. You know you have meet good financial planner when he is prepared to go through 4 full black bin liner of paper work to help you out. I’m even recommending him to my grandparents as well!!
★ ★Toni Sharp★ ★
What I like most about Chris's approach to work is his honesty, no hard sell approach and the fact that he understands not everyone fits in the same box. He has taught me lots about investments, the choices we actually have to support causes close to us, about how we can plan for retirement in different ways whilst still being able to enjoy our path getting there. Chris with listen to what's important to you.
LinkedIn User
Wow! As a 22 year old who hasn’t got to grips yet with what to do to plan for future Christopher definitely shone a bright light down and gave me some guidance. Definitely recommend! With everything going up and seeing for my self how much inflation is impacting the elderly generations pension pot I would definitely recommend him to help sort all my pension and to set a plan on how to get ready for the future. You know you have meet good financial planner when he is prepared to go through 4 full black bin liner of paper work to help you out. I’m even recommending him to my grandparents as well!!
★ ★Toni Sharp★ ★
What I like most about Chris's approach to work is his honesty, no hard sell approach and the fact that he understands not everyone fits in the same box. He has taught me lots about investments, the choices we actually have to support causes close to us, about how we can plan for retirement in different ways whilst still being able to enjoy our path getting there. Chris with listen to what's important to you.
LinkedIn User
Wow! As a 22 year old who hasn’t got to grips yet with what to do to plan for future Christopher definitely shone a bright light down and gave me some guidance. Definitely recommend! With everything going up and seeing for my self how much inflation is impacting the elderly generations pension pot I would definitely recommend him to help sort all my pension and to set a plan on how to get ready for the future. You know you have meet good financial planner when he is prepared to go through 4 full black bin liner of paper work to help you out. I’m even recommending him to my grandparents as well!!
★ ★Toni Sharp★ ★
What I like most about Chris's approach to work is his honesty, no hard sell approach and the fact that he understands not everyone fits in the same box. He has taught me lots about investments, the choices we actually have to support causes close to us, about how we can plan for retirement in different ways whilst still being able to enjoy our path getting there. Chris with listen to what's important to you.
Experience
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MPA Financial Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner
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Jul 2016 - Present
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Administrator
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Mar 2014 - Jun 2016
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TRPP Wealth Management / Chartered Financial Planners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Business Support
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Oct 2013 - Mar 2014
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Dentons Pensions
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Pension Administrator
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Jul 2013 - Oct 2013
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RSM Tenon now RSM UK
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Accounting
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300 - 400 Employee
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SIPP Account Manager
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Jan 2010 - Jun 2013
Managing a portfolio of clients and their pension needs, from initial savings to distribution. This also covers investing and managing client assets as varied as cash and bonds to property and unlisted shares.Alongside this I also have repsonsibility of submitting reports to the FSA. Maintaining and developing levels of technical knowledge within the team.I also have a mangerial role for a number of staff within the SIPP department. Managing a portfolio of clients and their pension needs, from initial savings to distribution. This also covers investing and managing client assets as varied as cash and bonds to property and unlisted shares.Alongside this I also have repsonsibility of submitting reports to the FSA. Maintaining and developing levels of technical knowledge within the team.I also have a mangerial role for a number of staff within the SIPP department.
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SIPP & Finance Administrator
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Jan 2006 - Jan 2010
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Education
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Chartered Insurance Institute
Diploma in Financial Planning -
2006 - 2008
Association of Accounting Technicians
NVQ Level 4 AAT -
1992 - 1999
Sir William Romney School
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