Chris Baker
BA (Hons) FPFS
Every client is different, every business is different there is no ‘one size fits all’ solution. Merlin Wealth Management tailors solutions which are bespoke to the client or the business and reviewed on a regular basis.
Specialisms:
About
Graduating from university in 2004 after studying financial services for four successful years, the natural progression was to move into the financial services industry. Where having gained experienced and knowledge working for IFAs I then became an IFA, before being invited to join St. James's Place as a Partner Practice and establishing Merlin Wealth Management Limited.
Having amassed a great deal of technical, legal and product related knowledge through advanced level qualifications this has enabled me to build and concentrate on long term relationships with clients based on mutual trust and service.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
