Chris Simpson
Assistant Financial Planner @Mazars
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WORK HISTORY
Assistant Financial Planner @Mazars
Leeds, GB
EDUCATION
AAT
Professional Diploma in Accounting (L4)
Birmingham City University
Postgraduate Diploma, High Performance Sports Coaching
Chartered Insurance Institute
Advanced Diploma in Financial Planning
The Open University
Certificate of Higher Education Open, Life Sciences
Chartered Insurance Institute
Diploma in Regulated Financial Planning
ABOUT CHRIS SIMPSON
I speak with private clients to help them understand their personal finances and how this interacts with their wider life goals. I then work with my clients to build, implement and monitor a personalised financial plan, taking account of their investment needs and tax efficiency, to give them the best chance of achieving their objectives. Having transitioned to the financial planning profession after a successful career in professional sport (squash), I am passionate about working with current and ex-professional athletes to help them negotiate the financial difficulties that come with the short lifespan of sporting careers.
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