Chris Needham DipFA CeMAP CeRER

Office:

Halesowen

Chris joined Perspective in June 2024 and has been working in the financial services industry since January 2003, bringing over two decades of experience to his role.

He holds a comprehensive range of qualifications, including CeMAP, CERA, DipFA, AF7 and CF8. Chris has developed extensive knowledge of the NHS Pension Scheme and has previously worked as a financial adviser to the British Medical Association (BMA), giving him particular insight into the financial needs of medical professionals.

Chris takes a holistic approach to financial planning, focusing not just on individual objectives but on the broader context of each client’s family and life journey. He is deeply mindful that, for many clients, their wealth represents a lifetime of hard work and commitment. Chris considers it a privilege to be entrusted with their financial affairs and approaches every relationship with respect, care and diligence.

What Chris enjoys most about his role is building meaningful, long-term relationships with clients and supporting them in making confident, well-informed decisions that protect and enhance their financial future.

How do you like to spend your time outside of work?

Since becoming a later life 1st time dad (at 46) to twins, there is no more activities outside of work.

What’s an interesting fact about you?

I’m a qualified coach for football, tennis, hockey and cricket, and a qualified football referee.

What is one thing on your bucket list?

To go on a zero-gravity flight in the US.