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.
- 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
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