Chris Groom

Financial Adviser
Whilst involving himself in all aspects of financial planning since 1982, he is now especially interested in investment advice and works closely with discretionary fund managers at Brewin Dolphin, Rathbones and Standard Life Wealth.

Whether the financial vehicle chosen is a pension scheme, an ISA or another product or account, Chris is keen to ensure your savings are invested in a tax-efficient way and providing protection against inflation.

Chris is married to Meliza, and has three children. His hobby is target rifle shooting, in which he is a keen club competitor. He can also be seen several times a year flailing around a golf course with friends and clients, playing what he likes to call “value for money golf”. Chris is also an active member of Chiltern Church in Sutton and Chairman of Trustees for Holy Nation Church in Victoria, London. He is a member of the Association of Christian Financial Advisers.


Qualifications:

  • Financial Planning Certificate
  • Level 4 Introductory Diploma in Management
  • Certificate in Mortgage Advice and Practice
  • Certificate in Financial Planning
  • Level 4 Diploma in Financial Planning
  • CF8 Long Term Care

1995 to date: Independent Financial Adviser
1988 – 1995: Senior Broker Consultant, Eagle Star
1982 – 1988: Insurance Agent, Wesleyan & General

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