Meet our team.
Colin began his financial services career in 1991. He is an independent financial adviser and a qualified stockbroker, specialising in investment planning and working closely with clients to meet their financial objectives, whatever they might be. Having gained experience in the City, he decided that he wanted to work closer to home for a better work-life balance.
Colin’s interests include cycling, walking, badminton and amateur dramatics. Having recently cycled to Rome, he now has his sights set even higher – a world trip before he retires.
Chris started his career in financial services in 1972, working in a variety of roles for a number of banks and securities houses in the City, until becoming a mortgage adviser and then an independent financial adviser. He specialises in providing clients with advice on their later life plans including long term care planning, annuities and equity release. He also works with clients to help them get the best our of their investment portfolios.
Chris’s interests include travel, wine, conservation and anything to do with motorcycling (riding, watching and, even marshalling at race meetings). He is a member of the Rotary Club of Chesham.
As well as being a qualified stockbroker and experienced independent financial planner, Mike has also been awarded the Chartered Insurance Institute’s specialist long-term care qualification. He provides planning and investment advice to clients, helping them plan for their retirement and later life so that they can enjoy the life style they deserve in retirement. He also helps clients with estate planning, so they pay the tax man only what he really deserves!
Away from the office, Mike is a keen fly fisherman, golfer and Rotarian. He particularly enjoys cooking for his family and friends.
Christine has 6 years’ experience within Financial Services and brings a great deal of technical knowledge to the team as a Paraplanner and has an in-depth understanding of client needs. Christine holds the Diploma for Financial Advisers from the Institute of Financial Services.
Christine devotes her spare time to her Rottweiler, Ruby, taking her to obedience and agility classes. She also enjoys property renovation, and has recently moved on to a new project.