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Colin Kneale
Colin Kneale
Vice President International Pensions

Hi, I'm Colin Kneale

Vice President, International Pensions | Investments | Retirement Planning | UK Tax | Portfolio Management | Offshore Pension Transfers | Wealth Management

Colin’s a senior financial consultant who has helped professional internationals achieve their financial objectives in the UK, Europe and Middle East. He’s gained a vast amount of experience globally in the QROPS market along with lump sum portfolio management and regular savings targets for long term and short term objectives.

Employment History
Employment Hightlights
Qualifications

Employment History

Colin has over 10 years financial service experience along with qualifications aiding him in providing professional and well informed advise for all his clients.

Colin has worked in the UK, Geneva and the UAE, adapting to each market and individual client need. Helping clients achieve their financial objectives, from education fee planning, retirement planning or lump sum portfolio management.
Colin specialises in helping clients safeguard their frozen UK pensions in the form of a QROPS or SIPPS.

My Favourite Quote

"Enjoy the little things in life, for one day you may look back and realize they were the big things."
- Robert Breault

More about Me

Married

Married to Katie and we have two daughters and two dogs.

Hobbies

Keeping fit in the gym, playing football and Padel tennis

Extra Curricular

Travelling

What My Clients Say

Colin Kneale has advised us on regular investments, lump sum investments and pensions. Throughout these discussions Colin has always listened carefully to ensure we were aligned on both the objective of each investment and the associated risk profile. Following the initial discussions he presented us with a range of options and took the time to talk us through the pros and cons of each such that we fully understood the basis of each of his recommendations. On completion of the investments Colin set up regular meetings to provide feedback on the performance of the different funds and ensure the investment portfolio continued to meet our needs. We have been happy with the advice, overall performance of the selected funds and in particular the level of customer care he has provided. Accordingly, I would not hesitate to recommend Colin’s work.

 

Keith Fisher

Global Head Analytical Development and Research Stability Services at Novartis Consumer Health S.A

March 22, 2012

 

Colin was a very vibrant, energetic and motivated member of the team. He has a talent for building relationships, as he is personable, approachable and always makes sure he is available for his clients and reacts well to their needs. He has a very direct/to the point approach which is refreshing and clear, in an industry where things can be confusing and complicated. I very much enjoyed working with Colin.

Francesca Rayneau
Client Services at Calculus Capital
February 4, 2013

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