Louis Christofides

Chartered Financial Planner

Louis specialises in guiding clients through every stage of the financial planning journey, from building wealth to generating retirement income and planning for inheritance. He uses cash flow modelling as a foundation for strategic decision making, ensuring his advice is always aligned with his clients’ long term goals and evolving needs.

With over 20 years of experience in the financial services industry, Louis has developed a deep understanding of the client journey. His career path, from customer service to paraplanning and now financial advice, has shaped his client-centred approach and reinforced the importance of clear, empathetic guidance at every stage of planning.

Louis holds the Diploma in Regulated Financial Planning and has achieved Chartered Financial Planner status, reflecting his commitment to professional excellence and continuous development.

Thoughtful and thorough, Louis places each client’s financial objectives at the heart of the planning process, helping them make confident, informed decisions at every life stage.