An Associate Partner Practice of St. James's Place Wealth Management

Openside Wealth Management

Chris Davies

DipPFS BA (Hons)
Openside Wealth Management has a very clear purpose; to help our clients, and their families, live their best life based upon their financial circumstances.

We use our 14 years of Financial Services experience and our specialist knowledge to help deliver our clients’ objectives. With our Office in Gloucestershire, we serve clients across the South West of England.

About

With 14 years’ industry experience, what I love about being an Adviser is truly making a positive difference to the lives’ of my clients and their families. I have always had a keen interest in Financial markets and the Economy, which is why I studied Economics at the University of Portsmouth.

Prior to my experience as a Financial Planner, I worked for large Corporate organisations where I specialised in the development and distribution of innovative retirement solutions for the UK market. This started off my passion for Retirement Planning and Pension Planning as a whole. Consequently, I have continued my studies and am recognised as a Pensions Transfer Specialist, holding the highest possible qualifications for Retirement Planning and Pension Planning. I can therefore offer advice relating to any type of UK registered Pension Scheme.

I became an Adviser to help clients enjoy the best possible retirement. As someone once said to me,"I wouldn’t attempt to fix the engine on my car instead of taking it to the garage, so why would I try to retire without seeing an Adviser? Especially when I can’t just buy a replacement retirement!" With the ever-changing landscape of Pension and Retirement planning, it’s never been so difficult to make the best retirement decisions on your own.

I want my clients to have the best possible retirement based on their circumstances, this is my passion and it’s why I do what I do. I am equally as passionate about Investment planning and Protection as I am about Pension Planning, which is often why I work with the different generations within a family.

Outside of work, my time is spent with my young family. When Carrie and I are not taxiing the three children to their various sporting pursuits, we try to make time for our own sporting endeavours. However, as the march of time continues, my hopes of an England call-up are fading fast!

This year I have taken up Running. The primary driver of this was to fundraise for several Charities close to our family. This meant I completed the Great North Run in 2019 for the M.E. Association, raising nearly £900. I have some half Marathons booked in early 2020 where I will be running for the Tommy’s and Sue Ryder charities.

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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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