Meet The Advisers

CarlVaissiere

01480 350 858

About Carl

Chartered Financial Planner

I joined the Financial Services Industry in 1986 and have seen major changes in the regulations and perception of advisers.

I have held various positions and acted as an adviser in a tied capacity until becoming an Independent Financial Adviser in 1997 which I believe to be the best way to act on behalf of my clients as I am not restricted to any particular company or product.

I hold the Advanced Diploma in Financial Planning and achieved Chartered Financial Planner status in 2013.

I also hold additional qualifications in Mortgages and the following specialist areas

  • CF8 Long Term Care Insurance 
  • ER1 Equity Release. 

In order to supplement the services I can offer clients I am a qualified Will writer and have Associate Membership of the Institute of Professional Will Writers.

I am committed to providing my clients with a professional service and look to build a strong relationship over many years and help them achieve their goals.

I do not believe in specialising in any one particular area as I believe all aspects of Financial Planning are important however it must be said that I enjoy the mechanics of fund selection which is required for Pensions & investments.

ChristianVerdier

07775 907 692

About Christian

Christian has over 20 years experience working as a qualified independent financial adviser.

Over this period he has:

  • Gained experience in all of the core areas of financial advice as well as well as additional specialist knowledge e.g. Will Writing and Estate Planning.
  • Achieved Chartered Financial Planner status, and also holds the Certificate in Mortgage Advice and Practice.
  • Become an Associate of the Personal Finance Society and a member of Simply Legal and Associates who in turn are members of the Institute of Professional Willwriters.
  • Worked across all client areas and specialises in workplace advice for Small Medium Enterprises, those with a rental housing portfolio, and pre and post retirees.
  • Put together a network of specially selected experts to help him support your advice needs, e.g. conveyancing, bridging, commercial loans.
  • Built a solid network of clients across the South East and East Anglia, who he travels to visit in person.
  • Continued with his interests in Allotmenteering, Bee-keeping, Painting and Drawing

Specific Skills

  • Pre and Post Retirement Planning
  • Wills and Estate Planning
  • Mortgage Finance.

Want to know more?

Call us for a friendly chat on 01480 350 858 or email: support@chordifa.co.uk