Chris Milczarek

Financial Planner

DipFA - Diploma for Financial Advisers

CONTACT CHRIS

Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

01489 585 581

[email protected]

      
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
 
 
 
   
 
 
      Posted on Google  
   
   Jo Morrell 
 314 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My advisor, Chris Milczarek is always very polite and attentive of my pension needs. I’m happy to refer him.
  
 
     Posted on Google  
   
   Dominic Pisani 
 324 days ago
 
 
 Trustindex verifies that the original source of the review is Google. A really lovely team of advisors, especially Chris M, always on hand to answer questions and advise where appropriate. The yearly reviews are really helpful to ensure the pension is on the right track, but they call you mid-year if they recommend a change to any products. Really reassuring to have them assisting with and looking after my private pension.
  
 
     Posted on Google  
   
   Carol Meyer 
 351 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service and a great company. Its been wonderful to work with Chris Milczarek my financial planner who not just helps me sound advice with my pension but always gives me genuine time to discuss other options.  Thank you...
  
 
     Posted on Google  
   
   Emma Linley 
 396 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service and advice from Chris. Easy to deal with and proactive with recommendations around future planning.

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

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548 Email us: [email protected]

BOOK NOWComplaints Privacy Policy & Terms Our Terms of Business

PENSIONS & RETIREMENT PLANNING MORTGAGES & REMORTGAGING INHERITANCE TAX (IHT) PLANNING SAVINGS & INVESTMENTS INSURANCE & PROTECTION WEALTH MANAGEMENT FINANCIAL PLANNING EQUITY RELEASE

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 2026

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

Expert Financial Advice UK Wide