Chris Dahl DipPFS, IFA at True Wealth in Windsor was the winner of the first round in The Berkshire Blog Go-Karting Championships in August 😉
His prize, to shine brightly on our Berkshire Blog… I know how the IFA world has a whole bunch of rules & regs so figured I’d just use his LinkedIn profile… and the bonus video we shot at our Slow Business Networking, 2nd Friday of the month at The Metro Bank, Windsor.
I am qualified Financial Adviser and Stockbroker in Windsor with10 years experience working at Barclays, 3 at Edward Jones and 4 at Intrinsic.
I am a company director at True Wealth, an appointed representative of Intrinsic
My goal is to become an integral part of the local community in Windsor and to help as many people as possible to achieve their financial goals.
I am committed to a long-term investment philosophy that emphasises quality and diversification. I serve individual investors who are interested in proven investing strategies instead of the latest fads. My clients aren’t interested in gambling with their money and would rather interact with a trusted professional instead of a call centre or Web site. I believe in a simple philosophy: The best way to provide personal, individualised investment advice and services to my clients is to meet with them face to face and build lasting relationships.
My vision is to have a high street presence. I see St. Leonards Road as the heart of Windsor and I am now located in a good position to serve the local people of Windsor and help them achieve their financial goals.
I give advice on Retirement Planning such as Stakeholder Pensions, Personal Pensions, Pension Transfers, SIPPs
I can help with Post Retirement planning such as Drawdown & Annuities
I advise on Investments such as ISA’s, Unit Trusts, Investment Bonds, Capital Protected plans
I also specialise in wealth management, School fees planning, estate planning Trust planning, and arranging family protection such as life cover
If you need advice in Corporate planning I can advise on Group Pensions, Auto Enrolment, Group Life Cover, Partnership Protection, Key Man Insurance, and all other areas of employee benefits.
Chris Dahl DipPFS