I have been working in Financial Services since 2001 having graduated from the University of Hertfordshire. Over the years I have been providing full independent advice to a multitude of clients including a number of equity and salaried partners within the legal, accountancy and other professional sectors, at varying stages of their lives. I have knowledge and experience in all aspects of financial planning including, investments, pensions, tax optimisation, protection and mortgages including later life lending (Equity Release).For a number of years I have provided advice to companies in respect of their employee benefit packages and work place pension schemes. This includes presenting to both the owners/directors and to staff on employee benefits. I work closely with other trusted professionals when it comes to Will writing and Powers of Attorneys.Providing advice to Trustees of various trusts including Personal Injury Trusts on their duties in running a Trust in a legally compliant manner.I believe everyone should be entitled to financial guidance and it is my aim to help give this guidance and advice to all that require it.Outside my professional life I am a keen skier and outdoor enthusiast. I very much enjoy climbing up a mountain as much as I do coming back down it.
Moneyrocket - Financial Education
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Company OwnerMoneyrocket - Financial EducationLondon, Gb -
Financial PlannerColeridge Capital Oct 2019 - PresentLondon, Greater London, United KingdomMy job involves providing full holistic financial planning advice to both individuals and companies on a range of matters including pensions, mortgages, investments, estate planning and protection.As part of the advice process I design and build a Lifetime Wealth Model which brings together all the clients assets, incomes and expenditures to form a financial picture of the present and the future.I work closely with a number of trusted professionals including Lawyers, Will/Trust writers and Accountants to offer a full financial planning service. I am always open to speaking with other professionals to build long term standing trusted relationships for our clients so please feel free to get in touch.
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Colin S. works for Moneyrocket - Financial Education
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