Chris is our Managing Director and leads the delivery of our holistic financial planning solution, making high-quality advice accessible to everyone - not just the financially savvy. With a background in education, his time as a Lecturer of Business & Economics revealed a widespread lack of financial literacy and guidance, which inspired him to build a solution that bridges this gap. In 2020, he chose to pursue a career in financial services.

Chris has taken his passion for business and paired this with first-hand experience to create a solution that tackles the 'advice gap' head-on. His aim is to empower individuals and families with the knowledge, tools, and ongoing support they need to make confident financial decisions and secure their long-term futures. Amongst other areas, Chris has built a reputation across the oil & gas industry for his honest and invaluable advice, providing them with the opportunity to reduce their tax burden and save for a comfortable retirement. With close family connections to the industry, he has been able to apply his own understanding to manage the expectations of clients in this sector.

Aside from the demands of running a busy financial planning business, Chris hosts a monthly event with Southport Business Group, which brings local business owners and entrepreneurs together to socialise and encourage collaboration. He enjoys spending his free time travelling with partner Amy, attempting to improve his golf game and socialising in our vibrant hometown of Birkdale Village.

Meet the Team

Christopher Norris

Director

Amy Barnes

Practice Manager

Mandy Smith

Practice Support Specialist

Daniel Bond

Technical Support Specialist

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