Bideford EX39 4AY
United Kingdom
51° 1' 7.1436" N, 4° 11' 34.3644" W
Independent Financial Adviser
01237 439 283

I began my career in financial planning in 2008 following a career change from the retail industry and earlier graduation from the University of Stirling with a BA degree with honours. Currently studying to achieve Chartered financial planner status, I enjoy applying my creative skills and knowledge to solutions with my clients.

I utilise lifetime cashflow modelling to help clients prepare for future spending events and also different key stages of their lives, which often include how and when to retire whilst also securely passing their wealth and assets efficiently to loved ones. My passion within my role is delivering independent financial planning to transform client’s financial circumstances.

Among my qualifications are the Chartered Insurance Institute’s (CII) Diploma in Financial Planning, including taxation and trusts (JO1 and JO2) plus advanced pension qualifications (AF3, JO4 and JO5). I am qualified by examination from the CII as a ‘pension transfer specialist’ which is an elite pension qualification.

Having had additional experience of financial planning within a Chartered accountancy practice, I also provide financial solutions for business owners. This includes protecting the business; its directors and their families; the provision of company workplace pension schemes ; the succession needs for the future and advising on becoming more tax-efficient.

Colin worked with us to find the right solutions and policies. He was always on hand email or over the phone to discuss everything in detail so we always understood what was going on and what we were signing up for. It can get a little overwhelming dealing with this stuff, but Colin was on hand to keep us calm and confident with our decisions.