Our Financial Consultants / Paraplanners
Kris Fisher
Senior Financial Consultant & Team Leader
Kris is a Senior Financial Consultant & Team Leader based in the Beaconsfield office. He obtained his Level 4 Diploma in Regulated Financial Planning in 2021 and also holds a Level 3 Certificate in Equity Release. With a strong grounding in regulated advice and specialist knowledge in later-life planning, Kris supports clients in making informed financial decisions while leading and developing his team to deliver high professional standards and excellent client outcomes.
Qualifications
Bachelor of Science (BSc Hons) in Sports Science, Portsmouth University, Level 4 Diploma in Regulated Financial Planning (CII), Level 4 Certificate in Discretionary Investment Management (CII), Level 3 Certificate in Mortgage Advice (CII), Level 3 Certificate in Equity Release (CII)
Expertise
Insights by Kris Fisher
Job-changers: Take the opportunity to set your pension pot up for life
A new job can be a life-changing opportunity. But it’s also a great chance for many savers to evaluate their workplace/personal pension planning. Reap financial rewards by getting your pension(s) on the right track now.
Don’t inadvertently limit yourself to £10,000 pension contributions
Accessing pension benefits can come with a major trap. Triggering the Money Purchase Annual Allowance places a limit on all further contributions.
Use or lose your annual allowances
A number of valuable, tax-efficient allowances operate on a ‘use it or lose it basis’ in each tax year. Find out which allowances you should be optimising ahead of 5 April.
