Colin Welsh

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.