Chris Grimes – Rugby

Wealth Planner

Chris has over 20 years’ experience in financial services, starting his career with Nationwide Building Society. Ten years ago he made the decision to become Independent in order that he could offer what he felt was a more complete and holistic service to his clients. In 2010 Chris was approached by DeMontfort Financial Advisers to join their growing practice. He was attracted to the modern approach to Financial Services that DeMontfort demonstrated in their longstanding partnership with Succession. He felt this would be the ideal environment to support his ongoing progression as a professional adviser.

Chris specialises in working with his clients to help them develop a robust long term financial plan to help them protect their assets throughout the various stages of their lives.  Chris holds a Diploma in Financial planning from the Personal Finance Society. He continues to study at advanced levels in order to meet the ever-growing complexity of client needs.

Chris is married with two teenage children. He lives in Leicestershire, is a lover of all sports especially Cricket, Golf and Cycling. He has a particular interest in History and Genealogy.

07387 261 107

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