Menu Menu Menu
Login Login Log in Search Search Search
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


  • 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

Book your free consultation

More about our advisory services

Have a question?

0117 317 1690