Chris Schofield — Independent Financial Advisor in London
About Chris Schofield
Chris Schofield is a Financial Adviser at Foster Denovo with more than 30 years' experience in financial services, specialising in investments, pensions and Inheritance Tax planning. Having worked for two major investment groups before becoming a Financial Adviser in 1987, Chris brings decades of experience to helping individuals and families make informed decisions about their wealth and financial future. Chris takes a highly personal approach to financial planning, recognising that no two clients have the same circumstances or objectives. He sees his role much like that of a golf caddie: listening carefully, understanding where the client wants to go and helping them make the right decisions along the way. He takes time to explain both the potential benefits and risks of different strategies, ensuring clients understand their options before making important financial decisions. A qualified pension transfer specialist, Chris can advise clients on defined benefit and final salary pension arrangements, helping them assess their options as part of a wider retirement strategy. He also uses advanced cashflow modelling to illustrate different retirement scenarios and help clients understand how their finances could support their desired lifestyle. Chris believes financial planning is an ongoing process rather than a one-off exercise. Regular reviews and continued advice allow him to ensure clients' arrangements remain aligned with their changing circumstances, objectives and financial goals. His focus on attention to detail and exceptional client service has enabled him to build long-standing relationships with clients across Yorkshire and much further afield, including as far as the Shetland Isles. Outside of work, Chris enjoys football, cricket, rugby union and spending time with his family. He also enjoys walking his dogs in the countryside and jokes that, given the chance, he might have pursued professional darts or table tennis.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Pension Planning
- Tax Planning
Qualifications
Diploma in Regulated Financial Planning (DipPFS, CII) G60 and AF7 Pension Transfers Pension Transfer Gold Standard
Regulation
Chris Schofield is FCA-verified (firm: Foster Denovo).
Frequently Asked Questions
Is Chris Schofield a regulated financial advisor?
Yes. Chris Schofield is FCA-verified and authorised under Foster Denovo, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Chris Schofield offer?
Chris Schofield offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Chris Schofield based?
Chris Schofield is an independent financial advisor based in London, serving the BD, HD, HG, HU, LS, S, WF, YO postal areas.
Does Chris Schofield offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Chris Schofield directly through their Trusted Advisor profile.
What qualifications does Chris Schofield hold?
Diploma in Regulated Financial Planning (DipPFS, CII) G60 and AF7 Pension Transfers Pension Transfer Gold Standard
How do I book a meeting with Chris Schofield?
You can book a free initial consultation with Chris Schofield directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.