Independent Financial Planner
CJ joined Chester Rose in 2025, bringing over 13 years of expertise in the Financial Services industry. A graduate of the University of Greenwich (London) with a First Class Degree in Business Consultancy, CJ has built a diverse career in finance, starting within the Investment Banking division of a major UK bank. There, he managed short-term liquidity for the bank’s largest corporate clients.
He then transitioned into a Wealth Manager role within the bank’s Private Banking division, before spending four years with one of the world’s leading global asset management firms. Throughout his career, CJ has focused on delivering tailored wealth management solutions to individuals and businesses alike.
CJ is passionate about helping clients achieve their ideal lifestyle through comprehensive financial planning. His approach goes beyond traditional wealth management, focusing on helping clients budget, save, invest wisely, and protect their assets to ensure they can live the life they deserve, both today and in the future.
When he's not advising clients, CJ enjoys quality time with his wife, two daughters, and their long-haired dachshund. He’s also an enthusiastic golfer, always on the lookout for his second hole-in-one, and enjoys catching up with friends and family in his spare time.
Integrity
Great Experience
Qualified Support