Christopher Longman

Senior Wealth Planner

How can I help you?

I have been providing regulated financial advice for the last 20 years to both individuals and businesses and enjoy building relationships with clients to ensure that we can work together in delivering their financial goals. 

Most recently I have worked for Lloyds Private Bank in managing a portfolio of investment clients and further providing holistic advice covering protection, retirement and estate planning. This was followed by working for a local Independent Financial Adviser firm, which allowed me to be part of the local business community and something I look forward to continuing at Tees.

Delivering what you really need

My approach to advice is always to listen to clients, what are they looking to achieve and then by asking more questions we can start to plan appropriately. Once we have a plan, I am a firm believer in delivering this in a simple, clear and concise manner. 

I hold the Private Client Investment and Advice Management qualification and expect to be a Chartered Financial Planner very soon.

What else should you know?

Outside of work I am Head Coach of Bishops Stortford Rugby Club under 10s and have rekindled my love of open water swimming during this current lockdown period. Watching my 2 children in all of their endeavours also gives me enormous pleasure.

Send us a confidential enquiry and our team will be in touch as soon as we can.

We treat data privacy very seriously. We use your data to work for you – primarily providing the professional legal and financial services you have requested. Our privacy policy explains in full how we collect, store, handle and use your personal data. View our Privacy Policy for legal services and Privacy Policy for financial services.

Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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