Hi, I’m Chrissy...
New Website Coming Soon...
I help people make sense of mortgages, pensions, investments and insurance, in plain English, with no pressure.
Hi, I’m Chrissy...
New Website Coming Soon...
I help people make sense of mortgages, pensions, investments and insurance, in plain English, with no pressure.
Who am I?
I’m Chrissy Wood, an independent financial planner.
I work with people across all walks of life. Business owners, employees, freelancers, families, to help sort the important stuff:
Mortgages. Pensions. Investments. Insurance.
It’s just me you’ll be working with. No jargon, no sales pitch, just straight-talking advice that fits around your life and goals.
About Us
Who am I?
I’m Chrissy Wood, an independent financial planner.
I work with people across all walks of life. Business owners, employees, freelancers, families, to help sort the important stuff:
Mortgages. Pensions. Investments. Insurance.
It’s just me you’ll be working with. No jargon, no sales pitch, just straight-talking advice that fits around your life and goals.
What I Do
My Services
Mortgages
Buying your first home? Refinancing? Self-employed or running a limited company? I’ll help you work out what you can borrow and find a mortgage that suits your situation.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
Pensions & Retirement
It’s never too early (or too late) to plan. Whether you already have pensions dotted around or don’t know where to start, I’ll help you understand where you are now and how to grow from here.
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation
Investments
Got savings sitting in cash and not sure what to do? I’ll help you invest in a way that’s tax-efficient and aligned with your goals, timescales, and appetite for risk.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Insurance & Protection
No sick pay? Family relying on you? I’ll help you put the right safety net in place — from covering your income if you can’t work, to protecting your loved ones if the worst happens.
Business & Tax Basics
I don’t give formal tax advice — but I work alongside trusted accountants. If you’re stuck with tax returns, VAT, or company structures, I’ll connect you with the right person.
Tax advice is not regulated by the Financial Conduct Authority.
Not Sure What You Need?
That’s fine. Tell me where you’re at and I’ll let you know if I can help — and if not, I’ll point you in the right direction.
What I Do
My Services
Mortgages
Buying your first home? Refinancing? Self-employed or running a limited company? I’ll help you work out what you can borrow and find a mortgage that suits your situation.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
Pensions & Retirement
It’s never too early (or too late) to plan. Whether you already have pensions dotted around or don’t know where to start, I’ll help you understand where you are now and how to grow from here.
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation
Investments
Got savings sitting in cash and not sure what to do? I’ll help you invest in a way that’s tax-efficient and aligned with your goals, timescales, and appetite for risk.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Insurance & Protection
No sick pay? Family relying on you? I’ll help you put the right safety net in place — from covering your income if you can’t work, to protecting your loved ones if the worst happens.
Business & Tax Basics
I don’t give formal tax advice — but I work alongside trusted accountants. If you’re stuck with tax returns, VAT, or company structures, I’ll connect you with the right person.
Tax advice is not regulated by the Financial Conduct Authority.
Not Sure What You Need?
That’s fine. Tell me where you’re at and I’ll let you know if I can help — and if not, I’ll point you in the right direction.
Book A Call
Book a call
Book a call
Enquire Now
Enquire Now
What client say about us
I would have been lost without Chrissy’s guidance. She was incredibly patient, carefully walking me through every step to ensure my needs and goals were met. I truly cannot recommend her enough for financial advice, mortgages, and anything finance-related. She has gone above and beyond, and I feel completely confident and secure in her hands.
Verified client
London
Chrissy was fantastic. Pro-active, knowledgeable, approachable. She went far above and beyond what could have been expected of her, in what proved to be a very difficult house purchase. We're very grateful and will use Chrissy for financial planning matters in future!
Verified client
East Sussex
For specialist tax advice, please refer to an accountant or tax specialist.
Tax advice is not regulated by the Financial Conduct Authority.
Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Octo Financial Planning Limited is entered on the FCA register (www.FCA.org.uk) under no. 972331. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Registered office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, Kent, DA2 6QA. Registered in England and Wales Number under company number 13922409. FCA register address: Patches, Gorsewood Road, Hartley, Longfield, Kent, DA3 7DE.
Copyright 2025 . All rights reserved
For specialist tax advice, please refer to an accountant or tax specialist.
Tax advice is not regulated by the Financial Conduct Authority.
Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Octo Financial Planning Limited is entered on the FCA register (www.FCA.org.uk) under no. 972331. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Registered office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, Kent, DA2 6QA. Registered in England and Wales Number under company number 13922409. FCA register address: Patches, Gorsewood Road, Hartley, Longfield, Kent, DA3 7DE.
