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
Colin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Colin's status
17
Recent Client Reviews
Verified reviews: 100%
Colin has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 31 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
15 qualification certificates available to view
Colin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Colin has provided information on their typical fees
Colin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
22
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Colin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Colin (based on 22 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Colin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Colin's status
17
Recent Client Reviews
Verified reviews: 100%
Colin has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 31 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
15 qualification certificates available to view
Colin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Colin has provided information on their typical fees
Colin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
22
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Colin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Colin (based on 22 first impressions)
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).
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