Chris Milczarek

Financial Planner
DipFA - Diploma for Financial Advisers

Skills & Area's of Advice

Pensions Advice & Retirement Planning
Wealth Management
Savings & Investments
Financial Planning
Protection

Experience & Achievements

DipFA - Diploma for Financial Advisers
Achieved Diploma level status
Member of the London Institute of Banking and Finance

About Chris Milczarek: Specialist Pension Adviser

I’m a fully qualified financial adviser, and I specialise in creating clear, personalised financial plans to help my clients make confident decisions about their future. Whether you’re looking to grow your investments, plan for retirement, protect your family, or think ahead to the next generation, I’ll work closely with you to build a strategy that fits your life and long-term goals.

I pride myself on being approachable and easy to work with, and I believe financial advice should always be clear, jargon-free, and focused on what really matters to you. I offer flexible appointment times and I’m happy to meet in person, over the phone, or via Zoom.

Outside of work, I’m a proud husband and new dad. In my free time I enjoy hiking, rugby, and football.

Contact Chris Milczarek:

  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
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.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT CHRIS
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited February 2025

Disclaimer

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

o Auto enrolment, Tax Planning, Inheritance Tax Planning, Estate Planning, Legacy Planning, Powers of Attorney and Pension Tracing are not regulated by the Financial Conduct Authority.
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