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Christian Stenfelt

Private Wealth Adviser

Christian is a UK Level 4 qualified financial adviser and holds a CISI Investment Advice Diploma (IAD) from the Chartered Institute for Securities & Investment (CISI).

With years of industry experience and a results-driven mindset, Christian is a recognised professional known for his technical expertise with focus on pension transfers, asset protection, trusts and inheritance tax planning and lump-sum investments with focus on HNW clients. Passionate about helping clients navigate complex financial landscapes and make confident decisions that positively impact their wealth accumulation and preservation. With this base, Christian transitioned to Europe, adapting their expertise to the region’s dynamic financial landscape.

Areas of Expertise

  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Property Portfolio Advice
  • High Net Worth & Ultra High Net Worth
  • Tax Planning
  • Retirement Planning
  • Insurance & Family Protection

Qualifications & Awards

Investment Advice Diploma (IAD) Level 4, from the Chartered Institute for Securities & Investment (CISI)

Regions Covered

  • Europe Excluding UK
  • Middle East
  • Asia
  • Worldwide