Expert Financial Advice UK Wide

Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.

Chris Milczarek

Financial Planner
DipFA - Diploma for Financial Advisers
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

Skills & Area's of Advice

Pensions Advice and Retirement Planning
Wealth Management
Savings & Investments
Financial Planning
Protection

Experience & Achievements

Achieved Diploma level status
Member of The London Institute of Banking and Finance
DipFA - Diploma for Financial Advisers

About Chris Milczarek

I’m a fully qualified financial adviser who helps people make confident, well-informed decisions about their money. My focus is on creating clear, personalised financial plans that reflect your life, your priorities, and where you want to be in the future.

Whether you’re growing your investments, planning for retirement, protecting your family, or thinking about passing wealth on to the next generation, I’ll work closely with you to build a strategy that feels right for you. No jargon, no unnecessary complexity - just straightforward advice you can understand and act on.

I believe good financial planning starts with good conversations. I aim to be approachable, easy to talk to, and someone you feel comfortable asking questions. I offer flexible appointments and can meet in person, over the phone, or via Zoom - whatever works best for you.

Outside of work, I’m a proud husband and new dad. When I get the chance, I enjoy hiking, rugby, and football.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2025 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2025 - Best Online Service

Highly Rated Products

Defaqto – 5 Star rating Platform, Personal Pension, Onshore Bond and WealthSelect for DFM MPS on platform
Defaqto – 5 Diamond rating WealthSelect Managed Active and WealthSelect Managed Blend, Monthly Income, Cirilium Blend, and Cirilium Passive
Money Marketing Awards 2025 – Best Retirement Provider

Exceptional Platform

Schroders UK Platform Awards 2025 - Platform of the Year
Schroders UK Platform Awards 2025 - Best Platform Provider (AUM over £40bn)
FE Adviser Asset 2025 Platform Rating - Quilter's platform received a platinum rating for the 10th consecutive time
Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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