Colin Summers
Wealth Manager/IFA at Obsidian Financial Ltd specialising in Pensions and Investments.
- Role
- Independant Financial Adviser at Obsidian Financial Ltd
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Independant Financial Adviser
Aug 2012 — Present
Skills
- Retirement Planning
- Inheritance Tax Planning
- Pensions
- Income Protection
- Diploma in Financial Planning
- Saving for Education
- Investment Advisory
- Sipp
- Retirement
- Key Person Insurance
- Investments
- Personal Financial Planning
- Critical Illness
- Financial Advisory
- Financial Services
- Wealth Management
- Wealth
- Investment Strategies
- Estate Planning
- Equity Release
- Mortgage Lending
- Strategic Financial Planning
- Protection
- Savings
- Finance
- High Net Worth Individuals
- Financial Planners
- Financial Planning
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