Chris Forde

Chris Forde

Chris Forde

Chris started his career in the industry in 2004 after graduating from Abertay University with a Degree in Business Studies specialising in Financial Services.  As well as obtaining his qualifications to become a financial planner Chris has continued to develop his business knowledge along the way something which he started at the ripe old age of 14 when his focus in school was business studies.  He has experience in running and operating a financial planning business adapting to the changes and challenges over the last 16 years which will help him in his role in the team.   He advises clients on their Investments, Pensions, Protection, Inheritance Tax planning as well as helping corporate clients with their employee benefits.  Chris really enjoys using cash flow planning tools to help clients get a glimpse of their financial future.

Something you didn’t know about Chris 

Chris has three chickens which each of his three children named Becky, Scrambled and Soapy Dopey! 

Mantra

Don’t be afraid of a blank sheet of paper when making changes. Look forward and learn from your mistakes.

AJ Bell:

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