Home > Key Professionals Trustee

Chris Burgess


Chris started his career in financial services with HMRC before moving on to AYMM as a Tax Adviser.

Chris joined Commercial Union (Aviva) to learn holistic financial planning. He was then a founder employee of Royal Scottish (Royal Bank of Scotland) creating a very successful team advising customers in all aspects of financial planning in the North West of England.

Having left the Royal Bank of Scotland Chris created his own IFA practice specialising in retirement planning and complex investment scenarios. He also carries out Trustee roles both within and outside the financial sector and holds multiple Directorships.