Working  with me

My aim is to help advisers understand that although they need to meet FCA, FOS, compliance and PI insurers expectations they also need to be able to communicate effectively with their clients.


This is my bread and butter. I really enjoy providing support to my clients on every day and specific consumer related topics.

Complaint assistance

I provide support on complaints that I believe are defendable. I do not defend the indefensible.

Consumer Duty

I act as a critical friend for businesses, challenging their perception of the duty and what is actually required.

How I work

I can and do find a way of working with my clients across a range of topics that usually involves interaction with their customers.

Here are some examples.

Critical friend – I sit on an investment committee where my role is to act as the consumer champion. This type of work is on a retained basis.

Advocate- by supporting firms with their complaints, I can ensure any argument is made in a non-emotive way, constructing arguments around the issues with knowledge of FOS processes and procedures.

Presenting – I present on a range of topics around client facing documentation and Consumer Duty, either in person or via video conferencing.

Coaching –A firm uses me on a retained basis to help it’s paraplanners not only draft reports but to help them gain confidence in dealing with their more “demanding” clients.

Collaborating – I like working with other people. This has included a PI insurer and compliance consultants. Having a different perspective helps them and me see things in a different way.


Chris has brought with him as fresh pair of eyes and perspective. His FOS background is invaluable and has made a positive impact on the Firm’s culture and the way we do business.

Akwasi Duodu Managing Director at Sterling and Law Group plc


My process

I am very flexible in the way I work. All my clients have come to me through personal recommendation.

Client Contact

Typically, a client will contact me, and we will have an initial discussion.


If we are a good fit, I will then propose a way of working together with my proposals, either via discussion or in writing.


Whilst delivering what has been agreed I keep my clients updated and then present the result.


A selection of my clients


Chris is passionate about ensuring IFAs get credit for giving great advice to their clients. He has built a proposition which delivers practical support for IFAs, underpinned by his 15 years of experience at FOS.

John Reynolds, Founder – Expert Pensions

Get In Touch

Juniper House, The Street, Woodton, Norfolk, NR35 2LZ

Tel: 07801 550672