Christopher Doak's History

Christopher is a Director of the company. He has over 27 years’ experience in Financial Services and holds full qualifications for carrying out his role, including the specialist Pension Transfer permissions. As well as being able to offer his expertise to personal and business clients regarding their Investment, Estate Planning and Retirement needs, he is a specialist in defined benefit/final salary advice.

The clarity he provides for his clients allows them to make the correct decisions for their future retirement planning and understand sometimes complicated arrangements, especially in the Pension Transfer area.

Other Team Members

Sam Hastings


Michael Sweeney


David Flavell

Dip PFS & CeMap

Iain McQueen

Cert OFS