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Our Financial Advisers

Our Financial Advisers

We have Financial Advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Colin Plumb - APFS

Although he has over 25 years’ experience, Colin didn’t take the traditional route into Financial Services, having spent 6 years managing one of the largest wine retailers. Colin is one of our Consultant Financial Advisers. As with all our Consultant level advisers Colin is also a Chartered Financial Adviser through the Chartered Insurance Institute.

FCA reference number: CGP00002

Colin Plumb

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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More about our advisory services

Have a question?

0117 317 1690