For professionals earning £70k+ who have built savings but still second-guess investment, pension, and retirement decisions. In 90 days, build a repeatable decision framework and a Personal Operating Manual you can use whenever your money or life changes.
Watch Chris explain the problem, the 90-day process, and what you will leave with.
The objective is not to predict markets or tell you what to buy. It is to give you a clearer way to think, ask better questions, and make decisions with more confidence when circumstances change.
Over 25 years in wealth management, Chris has seen the same patterns repeat: uncertainty, overconfidence, hesitation, information overload, and decisions driven by emotion rather than process.
This programme takes those lessons and turns them into practical coaching and education for people who want to understand their decisions, not simply outsource them.
Over 90 days, you will build a Personal Operating Manual that captures the rules, questions, behavioural triggers, and decision process you want to use going forward.
Each session moves you one step closer to a financial decision system you understand and can keep using.
Your rules, questions, triggers, and responses captured in one place.
A structured way to evaluate major decisions without starting from zero every time.
Recognise when fear, hesitation, overconfidence, or avoidance is influencing the decision.
Know what to ask advisers and providers before acting.
Access my private Discord channel when a question comes up between sessions, so you do not have to wait until the next call.
Understand common issues and the questions worth raising with qualified advisers.
Organise what you have, understand the questions that matter, and identify what deserves further investigation.
Issued by City St George's, University of London · Sep 2026
“Overall, Chris’ mentoring helped me become more focused, more confident, and more professional. He brought a very strong perspective from his background in wealth management, including his experience at UBS and St. James’s Place, as well as from building his own wealth management business. This made his advice especially valuable because it was not theoretical. He understood what employers look for, how the industry works, and how a young student should present themselves if they want to be taken seriously.”
The Rodney Bull Show
“Chris was a fabulous guest and the conversation just flowed easily! Chris has a tremendous amount of invaluable knowledge to share around this never ending subject that is money & Finance! I highly recommend Chris as a fantastic guest & just a great bloke to talk to!”
Real Talk with Dede
“Chris was an excellent guest. He brought a wealth of knowledge and experience to our conversation, and I really appreciated how openly he shared his insights and perspective. The conversation flowed so naturally, and I genuinely enjoyed having him on Real Talk with Dede. It was a pleasure speaking with him, and I’m so glad we had the opportunity to connect.”
Follow The Money
“It was a pleasure having Chris on Follow The Money. He brought a thoughtful and practical perspective to financial literacy, investing, and long-term wealth building. Chris has a great ability to simplify complex financial concepts into clear, actionable insights that listeners can immediately understand and apply. The conversation was engaging, insightful, and packed with value. I highly recommend him to any podcast looking for an authentic and knowledgeable guest.”
LinkedIn recommendation from David-James Dawkins, MCSI, who first met Chris at the SPW Academy (June 2021).
"I was in the SPW Academy when I first met Chris. He was brilliant at delivering to the academy and breaking down complex information for the trainee advisers to understand. Chris was able to handle questions both simplistic and complex with skill and ease, he is very confident and highly knowledgeable when talking about investments. Chris shows a much deeper appreciation and understanding of investment markets and has "his finger on the pulse" whilst keeping a pragmatic head on his shoulders. I know Chris is a major asset for any firm and that his skills will more stand up to the test!"
David-James Dawkins, MCSILinkedIn recommendation, June 2021
The Financial Emotion Index, one of the tools used during the 90 days, shows how your background, social cues and the media shape your money decisions.
That gives you the opportunity to experience the process before deciding whether it is right for you.
Chris currently accepts up to four new clients per month so each client receives focused attention throughout the 90 days.
Apply for a Free Clarity CallNo. This is financial coaching and education. Chris does not recommend specific investments or financial products through this programme.
No. The purpose is to help you improve your decision process and the questions you ask, not tell you which product to choose.
A clear financial plan to begin. A roadmap for your goals. Ongoing access to keep it working as life evolves.
You leave with your Personal Operating Manual, a repeatable decision process, greater awareness of your behavioural triggers, and a stronger set of questions for future decisions.
A clear financial plan to begin. A roadmap for your goals. Ongoing access to keep it working as life evolves.
Start with a free clarity call with Chris. Discuss where you are now, what feels unclear, and whether this 90-day process is a good fit.
Apply for a Free Clarity CallRegistered in England and Wales under company number 17206649.
Registered office: Crown House, 27 Old Gloucester Street, London, WC1N 3AX.
Financial Education Services are not regulated by the Financial Conduct Authority.
© 2026 All rights reserved.
