Chartered Financial Adviser -
Chris Allen

There's nothing here yet (well, except for this message), but clicking on the "+" button in the menu above should change that. Have fun! :)

  • 1. Home / Landing Page

  • Goal: A clear first impression—who you are, what you do, and what makes you different.

  • Content Ideas:

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

  • Subheadline: “I help people gain clarity, control and confidence in their financial lives—through transparent, trusted, and independent advice.”

  • Brief intro + headshot

  • Call to action: “Learn more about me” / “Join my journey” / “Book a conversation” (as appropriate)

  • 2. About Me

  • Goal: Build trust. Share your background and “why.”

  • Sections to include:

  • Qualifications (Chartered, DipPFS, SPS, 8 years in the profession)

  • A bit of your backstory: how you got into financial planning, the challenges with traditional firms, your decision to go independent

  • Values and ethics that guide your work

  • Personal interests or story threads that humanise you

  • 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