Colin has been employed in the Financial Services Industry since 2003, helping Advisers with their administration, diary management, fund research and submitting new business.
As part of the Myers Davison Ginger Ltd administration team, Colin is responsible for processing the new business applications, preparing them for compliance checking and maintaining the accuracy of the firm’s records.
Additional duties include managing our software, to ensure client’s plan values and unit holdings are up to date, before importing the data to our client portal, Moneyinfo.
Colin has a “can do” attitude to problem solving, which allows him to provide exceptional service in the support of our team of quality Advisers.
His interests and hobbies generally revolve around sports; he plays Badminton at a local club and has just started taking part in his local Saturday morning Parkrun event – a timed 5k run. He is also a season ticket holder at Brentford FC.
Colin has obtained the following qualifications:
Financial Planning Certificate 1
Financial Planning Certificate 2
CF6 Certificate in Mortgage Advice
10-14 Cambridge Street
Telephone: 01296 392999
Fax: 01296 392983
Email: [email protected]