A family run financial advisory and wealth management practice situated in Lichfield, Kris & Alexandra are the first married couple in the history of the Chartered Insurance Institute (CII) to attain Chartered Financial Planner Status at the same time.

With a combined 30 years’ experience, Alexandra & Kris have worked at some of the most prestigious companies regionally and within the UK. They have taken this knowledge and experience and established their own Wealth Management company with the vision of providing high class service and offering the very best advice.


Alexandra BA (Hons) APFS MCSI

Job Title: Chartered Financial Planner

Alexandra has worked in financial services since 2003, is a Chartered Financial Planner and Paraplanner.

Alexandra established Chapter House Wealth Management in 2019 and is responsible for making sure we stay fully up to date and compliant with all regulatory matters. She is also key to helping deliver all aspects of our current advice and services.

In her spare time, Alexandra works within financial services to help develop those looking to enter the industry for the first time and is currently the CII Chartered Champion for the West Midlands. If the above wasn’t enough, Alexandra is busy with family life and her two sons, Noah & Joshua.

Kris APFS Chartered FCSI

Job Title: Chartered Financial Planner

Kris has worked in financial services since 2004 and has been advising clients since 2006; he holds Chartered Financial Planner status with the CII and is also a Chartered Fellow of the Chartered Institute for Securities and Investments.

Kris is responsible for all advice matters and chairs the investment committee.

Kris spends time trying to “give back” within the industry and to other participants. He is currently Deputy President of the Birmingham Chartered Insurance Institute and is involved in initiatives to provide pro bono guidance to Armed Forces personnel (serving and retired).

When not working, Kris enjoys spending time with his family and is a fully qualified Rugby Coach, helping to coach his eldest son’s age group at Lichfield Rugby Club.