Managing Director & Chartered Financial Planner
Colin has been working with individuals and their finances for 35 years. As a Chartered Financial Planner, his role is all about understanding what our clients need and making personalised recommendations based on this. His specialist areas of advice include investment planning, estate planning, investments for trusts and later life planning.
Colin also wears the hat of Managing Director, meaning he’s always thinking ahead and considering how the business needs to evolve over the upcoming years.
- My wife
- Mexican food
- Live sport
- The seaside
- Singing loudly
- Cutting toenails
Colin outside of work
Colin has always been a fan of summer, so most of his interests are focused on the months of May-September. These include watching cricket (any form, anywhere!), beekeeping and spending time at his family’s beach hut by the sea.
Get to know Colin
My favourite holiday destination is:
My favourite song to play in the car is:
With or Without You – U2
When the dessert menu arrives, I’m looking for:
Custard – with extra custard
The three people at my dream dinner party would be:
Michael Palin/Sinead O’Connor/George Best