Chartered Financial Adviser -
Chris Allen

  • 1. Hi, I’m Chris Allen 👋

  • UK Chartered Financial Planner offering flexible financial guidance & coaching

  • ✅ Not advice — but clear, trusted support

  • ✅ No sales or products

  • ✅ Affordable, jargon-free coaching

  • Book a Free Discovery Call

  • “Independent Chartered Financial Adviser | Ethical, Client-First Wealth Planning”

  • “I help people gain clarity, control and confidence in their financial lives—through transparent, trusted, and independent guidance and coaching”

  • Brief intro + headshot

  • ✅ UK and International clients

  • => Guidance & coaching means financial principles can be applied towards your goals without regulatory restrictions and associated costs

  • ✅Individuals | Couples | Businesses | Families

  • ⚠️ We do not provide personalised recommendations - this maintains our unregulated status and slashes costs tremendously*.

  • *Compared to regulated financial advice

  • 📌So many people who want financial advice may actually be better off with a guiding hand and a little coaching:

  • - if you are curious about making your personal finances work for you

  • - and you just want a nudge in the right direction

  • - then we are well placed to help you answer your own questions and take your own actions

  • => this could save you thousands, tens of thousands, or even in excess of a hundred thousand £ | $ | €

  • “Learn more about me” / “Join my journey” / “Book a conversation”

## About MeI’m a UK Chartered Financial Planner with 9 years of experience helping people understand their finances.This is a guidance-based service — not regulated financial advice. That means no selling, no commissions, and no product pushing.I created this service for people who want clarity, not complexity.Download Coaching Agreement

  • 3. My Approach

  • Goal: Explain how you work and what clients can expect.

  • Content:

  • Your financial planning philosophy (goals-based? holistic? cashflow-led?)

  • The process: Discovery → Planning → Implementation → Ongoing

  • Fee transparency: High-level outline (without specifics yet if FCA approval is pending)

  • What makes your approach unique: empathy, no products unless suitable, ongoing relationships, etc.

  • 4. The Vision / New Firm (optional for now)

  • Goal: Frame your upcoming independent launch if you’re going to reference it yet.

  • Content ideas:

  • “I’m currently in the process of launching an independent advice firm rooted in integrity and trust.”

  • “Backers, supporters, or prospective collaborators are welcome to connect.”

  • Option for email sign-up for updates

  • 5. Testimonials (optional / when available)

  • If FCA rules or your current firm restrict you, this can wait—but eventually:

  • Include anonymised quotes from clients (if allowed)

  • Or endorsements from professional colleagues (compliance permitting)

6. Blog / Resources (optional for now)
Could include:Short articles on financial literacyInsights on money, planning, mindsetYour take on ethical advice and the future of the professionThis content can really build trust and SEO over time.

  • 7. Contact

  • Simple form or email address (e.g., [email protected])

  • LinkedIn or other professional links