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Who will I be dealing with?

Who will I be dealing with?

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

Colin Plumb - APFS

Colin didn’t take the traditional route into Financial Services, having spent 6 years managing one of the largest wine retailers. Now with over 25 years’ experience within the financial services industry, 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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0117 311 3256

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