your friends in finance

My Journey: Colin


Life as an IFA in Morpeth

My name is Colin Wilson, I have over 30 years experience in the Financial Services industry. I live in Morpeth and work with clients across Northumberland and the North East.

I always felt that there was a massive gap in the market for a financial advice firm where clients needs were the priority, to empower them in making the right decisions, to provide them with both knowledge and security, for their financial well being. For clients to be able to work with a firm that will keep financial jargon to a minimum, to provide them with clarity so that they can achieve their goals and fulfil their aspirations. We are actively looking to partner with clients who wish to build a long term trusting arrangement, where their plans are actively monitored and adapted to ensure they are on track.

I have been extremely lucky in building a team of like minded individuals who share the same ethos of “giving being more important than receiving”. Mark joined in November 2012 and is an extremely experienced adviser with a great depth of knowledge and passion for the business, clients often comment on how much they enjoy working with him. Derek joined Lifelong Financial Planning in July 2014 as a specialist mortgage and protection consultant. I have been hugely impressed with his dedication, industry knowledge and going the extra mile for clients. This has been confirmed by the number of “thank you” cards he receives. Lastly James the office manager commenced in September 2014 who has become the back bone of the firm, ensuring a smooth operation of the business.

I am committed to giving something back into the community we live in. To help and assist in improving the lives of those who have fallen on difficult times, often through no fault of their own. I have pledged to support such causes and donate at minimum of 2% of the companies net profit from 2016. We are currently involved in supporting Real Deal Plus in Ashington that provides help and support for many in the area. For more information about them and the important work in the community please see their website:

www.realdealplus.org.uk

If you need an IFA who is based in Morpeth, Ashington or Cramlington then please do contact me and I’ll be happy to advise you.

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