Colin Welsh

Colin Welsh

Ellis Bates Financial Advisers (part of Shackleton)

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Livingston
View location

Top Rated 2025
Verified since: August, 2022

4.8 out of 5

123 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2025

  • 18

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 31 October 2024

  • 15

    Qualifications Uploaded

    15 qualification certificates available to view

  • Transparent Fees

    Colin has provided information on their typical fees

  • 22

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Colin

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2025

  • 18

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 31 October 2024

  • 15

    Qualifications Uploaded

    15 qualification certificates available to view

  • Transparent Fees

    Colin has provided information on their typical fees

  • 22

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Colin

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 I firmly believe in building strong and long-lasting relationships in order 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 you, your family and your business. I work with business owners, entrepreneurs and the self employed, offering a wide range of financial advice and planning services including group pensions schemes, group protection solutions, salary sacrifice set up and management, employee benefits packages and financial wellbeing services. Outside of work I enjoy spending time with family and friends, playing golf and of course going on holidays.

Offers available through VouchedFor

Contact Colin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Colin's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Mortgage value

£0-100K£100-250K£250-500K£500-750K£750K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Colin

Are you a client of Colin? Write your own review
Review

by a verified client in West Lothian

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Consolidation of pensions and savings options

How has Colin Welsh helped you?

Colin had helped consolidate and grow pensions and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Inverness-shire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was nearing retirement with 2 large private pensions and I sought advice.

How has Colin Welsh helped you?

Colin has been very helpful and professional with a pleasant manner.

Have you seen the outcome you were hoping for?

Yes we are very happy.

What could they have done better?

Everything was ?

Review

by a verified client in Cheshire

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I sold my house and had money to invest

How has Colin Welsh helped you?

Colin has taken over my fund management when the original advisor retired.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Lanarkshire

6 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Colin Welsh helped you?

Planning for retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Delighted with all aspects of financial planning

Review

by a verified client in Lanarkshire

7 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

to help claim an old pension

How has Colin Welsh helped you?

told me exactly what i needed to do and sorted everything out

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.