Christian Heeley

Director and
Independent Financial Adviser

In work

Christian has 27 years as a financial adviser under his belt.

His areas of expertise include investment, pensions, and estate planning. His typical clients are local retired couples making the most of their golden years.

Christian’s proudest moment as an independent financial adviser came when he helped a couple save more than £150,000 in Capital Gains Tax. He did this by transferring investments that were in the wife’s name to the husband when he was diagnosed with a terminal illness.

The three things Christian loves most about his job are catching up with long-standing clients to hear about events in their family; saving clients tax or costs; and solving complex financial issues for new clients.

Outside of work

Christian is married with two daughters.

He’s a volunteer swim coach at his local swimming club and also tries to swim a few times a week to keep fit.

Christian is a long-term season ticket holder at Gloucester Rugby and tries to get to as many games as he can.

Christian in the spotlight

On an ideal weekend, you can find me…

Following Gloucester Rugby – hopefully they’re winning!

My favourite holiday destination is…


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