I enjoy socialising and meeting new people and spending quality time with my family and grandchildren. I have been married for 37 years and have three grown up children. I also work closely with other trusted Advisers who are able to provide additional services outside of my specialist area i.e., pensions, investments, and mortgages. When meeting new clients, I endeavour to listen carefully to their needs and simplify what can be a complex area by explaining, clearly the benefits and importance of having tailored advice and solutions for both businesses and families. The protection market is a very important area of financial planning which often gets overlooked by many businesses and individuals. Over the years I have seen many of my clients benefit from the tailored advice which has helped them to maintain their financial goals and objectives.Īs a result of this many of my existing clients have been with me in excess of 20 years and continue to benefit which has led to their grown-up children becoming clients and benefitting from my experience and expertise in this specialist area.
I am passionate about and enjoy providing financial advice and solutions. I have worked for various companies as a Protection Adviser providing specialist advice and solutions for business clients as well as individuals and families.Ĭovid19 has really highlighted the importance of having the right protection plan in place in order to mitigate any potential financial implications that a pandemic may cause. I am a Protection Adviser with over 30 years’ experience in Financial Services.
We live in Derbyshire and enjoy doing things as a family, in particular taking the dog for a walk, going on family holidays and supporting our local football team Derby County. I am married to Annabel and have two children, Joe and Jess.
#Obsidian financial services professional#
I’m proud to say that I have achieved the CII Level 4 Diploma in Financial Planning and keep up to date with changes in the industry with regular continuing professional development I offer unbiased independent financial advice with integrity and sound technical knowledge, which is tailored to each client’s personal short, medium and long term requirements. I have been an Independent Financial Adviser since 2002 and my clients tell me the thing I do best is to be friendly and reliable and to provide a great on-going service to them by keeping in touch and reviewing their business on a regular basis. I have been in the financial services industry since 1986 and feel that regular contact with my clients has been the key to my success. We are actively involved in our families life spending lots of time with grandchildren.Į: Martin - FPC 1,2 & 3 CII Level 4 Diploma in Financial Planning Independent Financial Adviser We like to keep busy and travel both at home and abroad. When I'm not working, I like to spend time with my wife, children and grandchildren.
I believe it is imperative to communicate what are essentially complex, financial matters in an easy-to-understand way and provide excellent ongoing service. 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 important to understand the objectives of my clients both now and in the future so I can provide solutions to their goals. I meet many new clients in my role as an Independent Financial adviser due to referrals from family and friends of my existing clients. In these difficult times the benefit of both initial and ongoing advice is essential in maintaining and reaching your goals and objectives. I provide advice, help and guidance in all areas of financial planning, but specialise in Pensions both individual and company, estate protection and wealth management. 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. Colin Summers Independent Financial Adviser
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