Chris Milczarek Financial Planner

I came to Beals Wealth Management in March 2023 with a background of customer service & key accounts management. Since the 2020 pandemic, I worked to become a paraplanner while gaining experience in Southampton, Emsworth and London before becoming a financial planner with Beals. 

I aim to help my clients identify and achieve their long-term financial goals, which often includes planning towards retirement and consolidating your pension schemes to create a primary pension pot that can be built on and relied upon. I provide a long-term ongoing service where the aim is to build as big a pension pot as possible for your retirement, and see if retiring earlier than your state retirement age is a possibility. 

Outside of my career I enjoy cooking as well as hiking, rock-climbing and generally being outdoors. 

Experience & Achievements

•    Experience in all core advice areas
•    Achieved Diploma level status
•    Member of the London institute of banking and finance

Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.