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Chris Schofield
Partner

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My profile

I have over 30 years of experience within the financial services industry, specialising in investments, pensions and inheritance tax planning.

My career began working for two major investment groups before becoming a Financial Adviser in 1987, when I gained invaluable experience helping my clients to make better financial decisions. My experience in the financial planning industry allows me to support clients with sound financial planning advice, ensuring attention to detail and helping to bring good client outcomes

I specialise in investments, pensions and inheritance tax planning. I am designated as a qualified pensions transfer specialist, so I can advise you on the most suitable option for your defined benefit or final salary pensions.

How I work

My role is similar to that of a golf caddie helping a professional golfer, except that I help you make decisions for your hard-earned money. That starts with listening and learning about your financial situation and your objectives, as no two clients are the same. From there, I help you to understand the benefits and risks of any suitable suggestions. You may benefit using our advanced cash flow modelling software which helps illustrate the retirement options available to you or can help you calculate when retirement is best for you.

If a new product or service is best served to meet your goals, I am then able to consider anything available on the market as a solution.

Finally, you will receive a written advice report confirming my advice and an explanation of my recommendations, which if agreeable, I may then implement for you.

Service matters

I believe in providing an exceptional ongoing experience to all my clients as this is key to maintaining successful long term client relationships and client outcomes. I very much concentrate on providing an outstanding service to my clients to ensure that every aspect of their financial affairs run smoothly and efficiently.

I am of the view that ongoing financial advice, financial planning and reviews of your financial goals and strategies are essential to help ensure arrangements currently in place continue to meet your objectives.

The review service I provide is designed to create real value and peace of mind for you and includes:

  • an annual review meeting with you where we will review your plan and progress;
  • ongoing administration of your financial affairs;
  • unlimited  access by email and phone;
  • aiming to return your calls within 24 hours; and
  • taking the complexity out of administering your financial life.

Qualifications

Chartered Insurance Institute – Diploma in Regulated Financial Planning (DipPFS)

G60 and AF7 Pension Transfers

I have adopted the Pension Transfer Gold Standard. This means I have signed up to adhere to a set of principles designed to raise the standard of professionalism within the pensions field.

You can find out more about the Standard here.

About me

I have been in the pension and investment world all my working life. Whilst many of my clients are in the Yorkshire area I also look after clients as far afield as the Shetland Isles.

Outside of work I am passionate about all ball sports, particularly football, cricket and rugby union. If I had my time again, I would become a professional darts or table tennis player. I enjoy spending time with my close family and trogging with my daft dogs in the countryside. My son Tom also works as a Financial Adviser within the Foster Denovo empire.

The Financial Conduct Authority does not regulate taxation and trust advice. The value of your investment can go down as well as up and you may not get back the full amount invested. A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken. The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.  Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.