Having obtained a BSc (Hons) degree in Accounting and Financial Management, Colin commenced his career in 1987 working for Gartmore Fund Management prior to moving to Fidelity Investment Managers where he was one of the senior advisers in the Private Client team.
Colin then moved north to work for Marlborough Financial Management where he became Managing Director in 1995. In the eleven years that followed he oversaw significant growth, both in the company and clients’ funds under influence, until he become an Associate Director at National IFA practice Cavanagh Financial Management.
Post 2010, in conjunction with fellow director Philip Luckett, Colin took the foundations of Marlborough Financial Management and grew it to a £200m Funds Under Management business prior to merging into Succession Wealth.
Colin works with High Net Worth, and Ultra High Net Worth, Clients introduced by Senior Professionals in the areas of Taxation and Trust planning. Client loyalty and trust has been evident throughout Colin’s career with numerous clients who started working with him in 1988 still clients to this day.