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Chris Merry
Chris Merry
About
As a Financial Adviser at The Private Office located in London, Chris supports clients across the South and Midlands, including Reading, Northampton and Stratford-Upon-Avon. His priority is to establish the goals, objectives, and aspirations of his clients, so they can work collaboratively to formulate a financial plan.
Chris is trained in a wide variety of holistic financial planning areas. These range from protection, cash management, investments, planning for retirement, and helping pass wealth onto the next generation through estate planning. He also specialises in cashflow modelling and financial forecasting, as this helps clients visualise what their financial future might look like, providing them with clarity and peace of mind moving forward.
Having experience in financial services since 2019, Chris joined TPO in 2021. He has a Diploma in Regulated Financial Planning as well as an Award in Regulated Pension Transfer advice, an area that he has specialist knowledge.
Areas Of Expertise
- Cashflow modelling
- Financial forecasting
- Pension transfers
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Financial Services
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Award in Regulated Pension Transfer Advice
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Chris works from our office in central London and has clients in areas such as:
Chris Merry locations
Chris Merry area
- Stratford-Upon-Avon
- Knowle
- Ongar
- Reading
- Ely
- Chatham
- Woking
- Basingstoke
- Hitchin
- Northampton
- Harpenden
- Kingston-Upon-Thames
At a glance
- Working in financial services since 2019
- Diploma qualified financial planner since 2021
- Financial Adviser at TPO since 2021
Chris explained my options to me in easy to comprehend information. I didn't feel under any pressure to make decisions and his friendly and approachable manner made the whole process very easy from start to finish.
May 2024
Chris was personable, professional and had good knowledge. He was very good to deal with.
April 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Chris's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.