Christian Malan
Financial Planning Consultant DipFA, in Wimbledon
A little bit about Christian
When it comes to financial advice, it's all about your future. You want to be confident that your money works hard to provide the future you've always dreamed of. Let's start by determining what matters most to you and how we can help you make more time for those things. It's not just about money but what it can do for you. With over 20 years of experience, I've been helping clients achieve worry-free futures and financial independence. With my expertise in investments, pensions, and tax planning, I'm confident we can find the perfect path for you!
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Diploma in Financial Planning
- The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Level 6 Diploma in Financial Advice
- The Level 6 Advanced Diploma in Financial Advice builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Diploma in Investment Advice
- The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.
Advanced Diploma in Financial Planning
- The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Pension Transfers & Planning Advice
- The Level 6 Certificate in Pension Transfers & Planning Advice provides specialist knowledge and skills in this area of financial planning.
Location
Christian Malan's location
Christian is located in Wimbledon and offers expert financial advice to suit your needs.
More about me
I commenced my career in the financial services industry in 2004 as a Financial Adviser with Old Mutual. After a three-year tenure with the company, I established my own IFA practice, which I managed for five years before divesting it and relocating to Cape Town. Subsequently, I assumed the role of senior adviser at a boutique IFA practice in Cape Town, where I served for a decade.
In 2021, I transitioned to the UK and commenced my position as a financial adviser with Quilter in 2023.
With over 20 years of experience, my primary focus has been on delivering personalised advice and cultivating enduring client relationships. Since joining Quilter Financial Advisers, I have engaged with both individual and corporate clients, providing tailored financial guidance. I have honed my expertise in diverse areas, including Pension Planning, Investments, Protection, and Inheritance Tax Planning. My dedication to providing high-calibre financial advice remains unwavering. Throughout my professional trajectory, I have consistently pursued the objective of safeguarding my clients' financial well-being and prosperity.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
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.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.