Mr Christopher Hill
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Church House, Queen Street
Newton Abbot
Devon
TQ12 2QP
United Kingdom

Email: chrishill.cfp@wbw.co.uk
Telephone: +44 (0)1626 202404
Website: www.wbw.co.uk
Practice Areas: Estate planning/administration, Investment, Tax
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Profession:
Estate Planner / Financial Planner / Wealth Management
STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Firm:
WBW Solicitors
Branch/Chapter:
STEP West of England
Committees:
West of England Branch Committee
Special Interest Groups:
Mental Capacity
Biography:

Chris started his career in financial services in 2007 with Hargreaves Lansdown in Bristol before moving to Devon in 2012. Chris is one of few advisers qualified and practising as a Chartered Financial Planner, Certified Financial Planner and Trust and Estate Practitioner, giving him large remit of expertise.

 

Memberships

 

·        Chartered Financial Planner

·        Certified Financial Planner

·        Member of Society of Trust and Estate Practitioners (STEP)

·        Certificate in Long Term Care Advice

·        Member of the Chartered Institute of Securities and Investments

·        Fellow of the Personal Finance Society

 

Chris can provide advice in a range of areas including:

 

·        Individuals planning for retirement - including owners of businesses

·        Individuals planning to pass wealth to their families

·        Personal injury claimants and their legal advisers - during the claim and following settlement

·        People in later life - particularly those who need to pay for the cost of their care

·        Trustees of all kinds

·        Companies

 

Chris is the treasurer for STEP West of England Committee and an assessor for the Certified Financial Planner qualification. Chris also volunteers for Forces MoneyPlan, which is an initiative set up to provide financial guidance injured armed forces personnel.

 

In his spare time, Chris enjoys competing in triathlons, which he got the bug whilst completing Ironman Wales in 2018.

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