Colin Welsh
Ellis Bates Financial Advisers (part of Shackleton)
Minimum savings/pensions: Over £250,000
0330 038 8941
Based in Livingston
View locationChecks 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
Household income
Mortgage value
Savings
Clients' level of financial expertise
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
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