Meet the Team: Chris Adams, Client Manager (Advisory)
Chris started working for Lloyds Bank in the late 1990s, where he got a taste for learning more about how we should manage our personal finances. He began studying for the Financial Planning Certificate and applied to work at a local office of Standard Life. From there, he soon got his first job at a financial advice firm.
In early 2017, after hearing about Gibbs Denley Financial Services as a company that employees rarely left, he applied for a job across both our Bury St Edmunds and Chelmsford branches. Chris’ expertise lies in more technical areas, such as the use of Trusts and cashflow planning. He also spends a lot of time on retirement advice – one of the most important areas of most peoples financial plans, and one that can require the greatest advice.
Splitting his time between our Bury St Edmunds and Chelmsford branches, Chris works with a wide range of clients, most of whom have accrued a medley of products during their lives and wish to understand how to best manage them for a stable financial future.
Chris has recently moved to Ipswich, where he enjoys theatre trips, beer festivals, and cycling – but not concurrently!
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