Work
Working with clients on the run up to Retirement, at Retirement (or partial Retirement) and post Retirement, as clients settle in to a new phase of their life.
Qualifications
- Associateship
- Level 4 Diploma in Financial Planning
- Financial Planning Certificate
- Level 3 Certificate in Equity Release
- Level 4 Award in Pensions Update
- Level 3 Certificate in Mortgage Advice
- Level 3 Certificate in Life and Pensions
- F10 Taxation and Trusts
- F20 Personal Investment Planning
- F30 Corporate Investment Planning
- G60 (Pensions)
- H15 Supervision and Sales
- K10 (Retirement Options)
- K20 (Pensions Investment Options)
- R04 Pensions and Retirement Planning
- R08 Pension Update
- SV1 Saving and Investments
- CF6 Mortgage Advice
- CF7 Lifetime Mortgage Activities
- CF9 Pensions Simplification
- FP1 – Financial Services and their Regulation
- FP2 (Protection, Savings and Investment)
- HR1 Home Reversion Plans
- R05 Financial Protection
Accreditations
- Chartered Financial Planner
- APFS
Rest and play
Sports and travel.
I play a lot of Pool, including for Chelmsford and for Essex.
We asked Colin...
My proudest moment as a Financial Planner was
Setting up my own business in 1998
Helping clients understand that they can retire, when they are unsure
The three things I love most about my job are
Encouraging clients to spend more money, when they can afford to do so
Catching up with clients at our regular review meetings
Seeing financial plans put in place over the years, come to fruition
The types of people I most enjoy working with are
My existing clients
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Hertford
2nd Floor
Hanscombe House
52a St Andrew Street
Hertford
Hertfordshire
SG14 1JA
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk

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