At work

Colin’s financial services career started in 1999 and he subsequently qualified as a Chartered Financial Planner and achieved Certified Financial Planner and Accredited Paraplanner status in 2015.

Colin has a lot of experience in most aspects of financial planning. With his strong pensions background he spends most of his time working with complex retirement plans, including cash flow plans and transfer analysis.

Outside of work

Colin is married and has a daughter, so family time is very important to him. He recently took up lawn bowls, which he plays three times a week in the summer. He’s also played petanque (French boules) since he was nine and has regularly competed at an international level, including four European championships.

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Dan Ross

Director & Financial Planner

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Amanda Watson

Personal Assistant

Natalie Smith


Christian Markwick

Head of Adviser Support

Katie Ross

Business Support

Richard Allum

Head of Paraplanning

Debra Wilde

Personal Assistant

Keeley Paddon

Pension Specialist

Martin Pickles

Tax & Trusts Specialist