Chris Russell

Financial Planning Director |
Financial planning
Glasgow
Chris.Russell@Evelyn.Com

Professional Biography

Whether I'm working with individuals, trustees, business owners, or alongside other professionals, my focus is always on building a clear path towards their goals.

How do you describe what you do?

I help clients shape the future they want through thoughtful financial planning. Whether I'm working with individuals, trustees, business owners, or alongside other professionals, my focus is always on building a clear path towards their goals.

What's next for you professionally?

Continuing to help clients make confident, informed decisions in an increasingly complex financial landscape by staying proactive, offering fresh insights, tailored strategies, and maintaining a deep understanding of their evolving needs.

How did you start off in your career?

I began my career in mortgages and have now spent over 20 years in financial services. I am highly experienced in delivering advice on retirement planning, investments, trusts, insurance, tax planning (including IHT), and cashflow modelling.

What's your area of expertise?

I specialise in planning advice for recipients of personal injury settlements. I also act as a trustee and as a financial/welfare guardian in a personal capacity, giving me experience in these matters from both professional and personal perspectives.

When you're not at work, what's your favourite thing to do?

Outside of work, I enjoy playing golf—with more enthusiasm than talent—and spending time with my wife and three children. These days, that mostly means driving the kids to social events and clubs that make our own calendar look quiet by comparison.

What qualifications and memberships do you have?

I hold both the Chartered Financial Planner and Chartered Wealth Manager designations, making me one of the few advisers to have achieved Chartered status with multiple professional bodies. I also have a keen interest in trusts and estates, reflected in my affiliate membership of the Society of Trust and Estate Practitioners (STEP).

  • Chartered Financial Planner and Member of the Personal Finance Society (PFS)
  • Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment (CISI)
  • Society of Trust and Estate Practitioners Affiliate (STEP)

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