Christian Wynne DipPFS

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Christian Wynne DipPFS

Independent Financial Adviser

Christian is an independent financial adviser who serves clients primarily in the South Hams and Dartmoor regions, as well as the greater South-West area of England. He also works with a growing number of professionals in Central London. Christian takes pride in being a specialist in simplifying complex financial matters, recognising that achieving financial freedom requires embracing both the predictable and the unpredictable.

With a meticulous approach and a passion for building strong relationships, Christian takes the time to deeply understand his clients’ unique needs and circumstances. This allows him to shield them from unnecessary distractions and ensure a relentless focus on delivering superior outcomes.

Experience and background

After completing a Science degree, Christian joined an acclaimed graduate scheme in 2003 in his hometown of North Wales. Over the following years, he gained experience serving clients in North Wales, Cheshire, and Manchester before relocating to Central London, where he was based for nearly a decade. During this time, he collaborated closely with various accounting and law practices to provide highly personalised financial planning advice to their shared clients.

Christian holds the Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute, a respected professional qualification.

In 2023, Christian moved with his family to Devon, where he now enjoys spending his leisure time trail running, managing his 16-acre woodland, and going on walks across the beautiful Dartmoor National Park with his wife and their two Labradoodles.

Services offered

  • Savings and investments advice. Devising a strategy that considers tax, risk levels and personal priorities.
  • Pension planning. Including guidance on accumulating pension savings cost-effectively. Advice on achieving tax-efficient retirement fund withdrawal.
  • Corporate risk management. Helping you plan to ensure the continuity of businesses in the event of the loss of key personnel. Contingency planning to allow for the purchase of shares in the event of retirement or death.
  • Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
  • Estate planning. Including inheritance tax mitigation through use of trust structures, investment bonds and whole of life plans.
  • Group employee benefits. A range of employee benefits, including death in service, critical illness cover, sick pay arrangements and permanent health insurance.

Locations covered

Christian is based in Ashburton and provides his financial advice service in a wide area around this base. This includes Cornwall, Devon and London. His service area covers Ashburton, Totnes, Kingsbridge, Salcome, Exeter, and Dartmouth and many other towns and villages in this region. You can arrange for Christian to visit you at home, at your place of business, or another location locally.

You can contact Christian Wynne DipPFS on 01752 347070 or complete our enquiry form.

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