Colin Welsh

I have a wealth of experience within financial services, having previously worked for Independent Financial Adviser’s, Royal Bank of Scotland and providers such as Aviva.

I am a Chartered Financial Planner and have a BA in Business Management and a Post Graduate Certificate in Management.

I am a Fellow of the Personal Finance Society and have Certificates in Mortgage advice, Discretionary Management, Pension Transfer Advice and the Award in Long Term Care Insurance.

I understand how important it is to listen in order to understand your needs and firmly believe in building strong and long-lasting relationships to achieve the best possible financial outcomes for my clients.

I take great pride in delivering expert and qualified advice on a wide range of financial planning areas including investments, tax planning, pensions, inheritance tax planning, retirement planning, insurance and protection and estate planning. My goal is to enable you to achieve your financial dreams and goals – be they medium or long term, for both you and your family.

I work alongside the Equity Release, Protection and Wills and Trusts teams to offer you expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between.

I also work closely with our in-house independent Investment Team, who research, analyse and offer first class multi faceted investment propositions, with an extensive range of strategies to suit all risk appetites.

Outside of work I enjoy spending time with family and friends, playing golf and of course going on holidays.