Colin is a senior financial consultant who has helped professional internationals achieve their financial objectives in the UK, Europe and the Middle East. He has gained a vast amount of experience globally in the QROPS/SIPPs market – along with lump-sum portfolio management and regular savings targets for long-term and short-term objectives.
Colin has over 10 years experience in the Financial Services sector backed up by qualifications – to provide professional and well-informed advice to all his clients. He has worked in the UK, Geneva and the UAE, adapting to each market and indigenous client needs.
Colin helps clients to achieve their financial objectives in key areas of education fee planning, retirement planning or lump sum portfolio management. He also specialises in helping clients safeguard their frozen UK pensions in the form of (what were once) QROPS, and SIPPs.
Skills and expertise
- CISI International Certificate in Wealth Management
- CISI Introduction to Securities and Investments
- FAIQ International Certificate
- CeMAP 1, 2, 3
- Bachelor of Science (BSc) Quality Management, University of Salford
Colin is married to wife Katie and the couple have two beautiful daughters and two dogs.
In his spare time, he enjoys keeping fit in the gym, playing football, tennis and travelling.
“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 F.
“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 R.