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Colin Summers

FPC 1 2 & 3 Certificate in Financial Planning Diploma in financial planning

I have worked in Financial Services since May 1983 and in that time; I have held various positions, including roles such as the man from the Prudential, specialist corporate adviser, sales manager, Practice Principal and now solely as an Independent Financial adviser.

I provide advice, help and guidance in all areas of financial planning, but specialise in Pensions individual and company, estate protection, care planning and wealth management. This would include investments in addition to retirement planning. I also provide advice on protection issues for the individual. I also offer advice to small and medium sized companies on share protection, directors protection and their responsibilities on provision of workplace benefits along with workplace pensions and the new government initiative on Auto Enrolment . This initiative will provide challenges to the employer which I feel will require the services of an adviser that has an effective understanding of the new requirements and responsibilities of the employer which I feel I am able to provide.

I meet many new clients in my role as an Independent Financial adviser due to referrals from family and friends of my existing clients. I believe it is important to understand the objectives of my clients both now and in the future so I can provide solutions to their goals. This can only be achieved by initially carrying out an individual meeting, with no initial cost which I believe provides the basis for a good relationship. I believe it is imperative to communicate what are essentially complex, financial matters in an easy to understand way.

When I'm not working, I like to spend time with my wife, Sadie and grandchildren. We like to keep busy and particularly enjoy spending time watching our grandsons play football along with travelling, both locally and in Europe.

Obsidian Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509756

Obsidian Financial Limited Registered Address: Obsidian House Hints Road Mile Oak Tamworth B78 3PQ. Registered in England & Wales, No. 06925501.

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