Chris Milczarek

Financial Planner
DipFA - Diploma for Financial Advisers
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
01489 585 581

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, and I specialise in creating clear, personalised financial plans to help my clients make confident decisions about their future. Whether you’re looking to grow your investments, plan for retirement, protect your family, or think ahead to the next generation, I’ll work closely with you to build a strategy that fits your life and long-term goals.

I pride myself on being approachable and easy to work with, and I believe financial advice should always be clear, jargon-free, and focused on what really matters to you. I offer flexible appointment times and I’m happy to meet in person, over the phone, or via Zoom.

Outside of work, I’m a proud husband and new dad. In my free time 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 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

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 and Quilter Mortgage Planning 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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