CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
What our clients say
I originally approached Colin because I needed help and advice for a pension sharing order as part of my divorce financial settlement. It was a difficult and stressful time for me, and Colin gave me information with great patience and understanding. One thing I really liked was his patience and kindness as well as his perseverance in ensuring a positive outcome. He kept me informed at every point and made every effort to reassure and allay any fears or worries. The process of transferring the pension into my account has just been completed successfully. I now look forward to a more secure and stable financial future. Thank you Colin
Mrs Gilbert, Birmingham
Colin helped us to find the best deal on a mortgage, building and contents insurance and plan joint cover for life critical illness and income protection. Colin also helped us budget and merged two households into one financially. We got great rates on everything and his advice was impartial and in our best interest which I do not think we would find if we took mortgage advice from an estate agent or lender. We do not think we could have had a better experience. Colin is clearly very dedicated to genuinely helping people. We felt our best interests were kept as a priority right the way through. Thank you Colin
Miss Grove, North Warwickshire
I was looking for advice on funds that could be used towards extra income in my forth coming retirement. Colin listened to what I wanted to achieve in retirement, gave advice and suggestions on how to maximise the funds available. Colin's advice on suggested income types and drawdowns was absolutely spot on. The monthly and quarterly incomes that were arranged with the funds available really do top up my other income and allow my wife and I to Holiday 4 or 5 times a year in warmer climates. To be honest I have not had to think "that could have been done better", as Colin answered all questions and queries that were thrown at him.
Mr Hodgess, Leicester
I was looking to combine a personal pension and work related pension into one 'pot' when starting up my own business several years ago. Colin provided a wealth of knowledge on the options available to me and pros and cons of all possibilities. It can seem a little overwhelming for a non-financial person, but Colin provided (and continues to provide) an excellent service complete with detailed annual (face to face) reviews. Investing for the long term needs to be borne in mind but outcomes are as hoped for thus far.
Mr Perkin, South East Warwickshire
We wanted to build a business that holds true to traditional values, meaning you could trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination, so you can trust us to be your financial adviser. We will always look at ways of using technology and innovation to make sure you get what you need when you need it, and for a price, you can afford. We started this journey, so you can be assured we will never stop looking for ways to improve what we do for you. We will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype meeting - so you will always be able to access our specialists wherever you are. You will also be able to access all of your details on your own individual portal whenever you want to.
Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will audio record our interactions with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations.
Where to find us
Head office address: High Street, Solihull, B90 1EY
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety.
Please email us should you require financial advice.
Our specialisations lie within constructing tax efficient inve
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Final Salary Pension advice & Pensions and Investment Wealth Management.
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