B.Sc (Hons), ACIB, DipPFS, CeMAP, MLIA(dip), EFPA
Favourite quote: ‘If you are walking down the right path, and you are willing to keep walking, eventually you will make progress’~ Barack Obama
Location: Coleshill, North Warwickshire
Colin has been active in Financial Services since 1987, during which time, he has worked for a number of high-profile companies, such as Nationwide, Lloyds Bank, AVIVA and AXA in various advisery and management capacities. In recent times, he has also had extensive experience as a self-employed financial adviser.
As a result of these roles, Colin has accumulated vast knowledge and experience across a broad range of areas, including all aspects of Retirement Planning, Investments, Mortgages, Protection and Inheritance tax mitigation.
Colin is fully qualified to Diploma Level and possesses a number of other highly relevant professional qualifications.
He is passionate about delivering the highest standards of advice and ongoing service to his customers, using market leading products, to help his customers achieve their goals and financial aspirations.
Colin’s interests beyond financial advice, include gardening and following sport, particularly Rugby League and Football, as well as spending time with family and friends.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority