Colin is a highly experienced Wealth Manager having devoted the last 21 years of his working life helping others make the most of their monies and realise their financial goals. His advisory career began with Black Horse Financial Services, part of Lloyds TSB in 1981, when he quickly became a highly respected and successful Senior Manager. This resulted in Colin regularly being asked to attend consultancy groups on National Projects and to speak at Regional and National conferences within the group before he was invited to join St. James's Place Wealth Management.
He recognised that he could provide clients with a long and even more personal service, with the best possible advice by setting up his own business and becoming a Partner of St. James's Place Wealth Management as part of the process. His main focus is on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their family’s through the breadth of wealth management and financial planning services that he can offer. He strongly believes in old fashioned, face to face, straight talking and understandable financial advice.
His experience is complemented professionally by having achieved the Diploma in Financial Planning through the Chartered Insurance Institute and Personal Finance Society. He has specialised in offering a wide range of important financial planning areas including:
- Wealth Preservation
- Inheritance Tax Planning
- Trust & Trustee Planning*
- Specialist Tax Planning
- Onshore & Offshore Investment Planning
- Portfolio Management Services
- Pensions & Retirement Planning
- Later Life Planning
- Long Term Care
* Trusts are not regulated by the Financial Conduct Authority