Christopher Lean APFS

Czech Republic Czech Republic

Chartered Financial Planner ( IFA )

Finance / Banking / Insurance

I am an expat, based permanently in the Czech Republic, married with two children. I am an independent financial adviser- dealing predominately in pension transfer ( fee based ) advice and trusts for IFAs that deal with UK expats or those with UK pensions. We have licences for investment advice for the UK, EU and an SEC licence that allows us to deal with US citizens.. Summary- Experienced pension consultant. Provide clients with either fee or commission based advice. Specialise in; Inheritance Tax, Trusts and Holistic Financial Planning. Whilst in the UK, I was an FSA registered pension transfer specialist and examiner at the Chartered Insurance Institute. My previous