Chris Rowe

Chris is a proud Cornishman and a Chartered Financial Planner, working across both our Truro and Plymouth offices. With almost two decades of experience as an independent financial planner, Chris supports clients with clear, structured advice designed to help them make confident, informed decisions about their long‑term financial future.

Chris began his career with a strong academic foundation, studying Computer Science at college before completing an upper second‑class honours degree in Business & Finance at Oxford Brookes University. He qualified as an Independent Financial Adviser in 2007 and has worked in independent financial planning throughout his career, achieving Chartered Financial Planner status in 2015.

With a natural aptitude for data and analytical systems, Chris has a particular interest in investment analysis and portfolio construction, ensuring strategies are aligned carefully with clients’ objectives and long‑term plans.

Chris joined TFA Group in 2026 after spending 20 years with his previous firm and is a member of the senior management team, contributing both technical expertise and strategic leadership to the business.

• Wealth accumulation – Helping clients build and grow wealth in a tax‑efficient manner to support future plans and goals.
• Tax‑efficient income planning – Advising clients on drawing income from their assets in the most effective way, both now and in the future.
• Inheritance Tax and estate planning – Supporting clients in structuring their affairs to help minimise tax liabilities on death and protect assets for future generations.

Chris is based in Truro and provides his financial advice service in a wide area around this base. This includes Cornwall, Devon and London. His service area covers Truro, Falmouth, St Austell, Newquay, Helston, Hayle and Penzance and many other towns and villages in this region. You can arrange for Chris to visit you at home, at your place of business, or another location locally.