Our Managing Director and principal financial adviser, Chris West, represents a good example of the experience within our practice. As the company’s most senior adviser he provides advice on all aspects of financial planning. Chris has been in the industry for more than 30 years and has held several senior positions with a number of high profile financial institutions throughout his career. Chris took the decision to move out of management and return to advising clients directly when he became an independent financial adviser (IFA) in 1994. He was subsequently appointed as a Director at Sheafmoor in 1999.
He is also a highly qualified pension specialist and a specialist in cash flow modelling, a device that allows advisers to build their planning processes and meetings around their clients’ needs. It allows clients to genuinely understand that the planning process is all about them, their lives, goals and aspirations. In addition to advising his own clients, Chris works alongside other Sheafmoor and Caerus advisers whenever his experience is required.
He has been awarded the Caerus ‘Top IFA Award’ for six consecutive years and is a well- known speaker at industry events.
Outside of the business, Chris, married to Lynne, is a father and grandfather but also has a passion for Sheffield United and has given much of his spare time to the Vulcan to the Sky trust, being, as he describes it, "a bit of an aircraft geek".