Colin Powell

Chartered Financial Planner

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

Statement of Professional Standing

Accreditations

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

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Alison Fry

Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Chloe Drew

Paraplanner

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Colin Powell

Chartered Financial Planner

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Nathan Adam

Financial Planner

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Sean Howlett

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles CertCII (FS)

Operations Manager

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Rachel Hodgkinson

Office Manager

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Compliance Manager

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Lorena Rebon

IFA Administrator

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