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Colin Caulfield

Chartered Financial Planner

I am a Chartered financial planner (being one of the first 300 in the country to achieve this) and a former National Pensions Adviser of the Year. I have also previously drafted questions for the Chartered institute exams.

I have over 35 years’ experience in the finance industry, 25 of those as an IFA following a brief career as a professional sportsman.

My objective is to take the financial world’s jargon and worry away from clients. I’m a big believer in financial planning advice over the sale of a product, utilising the use of cashflow modelling where appropriate to help achieve the financial future clients wish for.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South East


Surrey, Greater London

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