Colin Welsh DipPFS
Colin comes with a wealth of industry and sales experience, having previously worked for Independent Financial Adviser’s and providers, such as Aviva. He has a BA in Business Management as well as Post Graduate Certificate in Management. Colin also has Certificates in Mortgage advice, Discretionary Management, Pension Transfer Advice and the Award in Long Term Care Insurance.
Colin understands how important it is to listen to his clients in order to understand their needs and firmly believes in building strong and long-lasting relationships with his clients. He takes pride in delivering advice to his clients on investments, tax planning, pensions, inheritance tax planning and protection, that will enable them to achieve their longer-term dreams and goals.
Outside of work Colin enjoys spending time with my family, friends and playing golf. He also likes to travel and enjoys going on holiday as often as possible.
t: 0191 232 8391
m: 07927 560 287
ABOUT ELLIS BATES
Ellis Bates is a privately owned, independent financial planning company (IFA). As one of the longest established IFA firms operating in the UK, we provide individuals, families and corporate clients with financial solutions that you can trust. Our business was founded by Peter Bates and Grant Ellis, who, 35 years on, still have a significant presence on the Board.
Whether you’re looking for a robust financial solution, investment advice or simply aren’t sure what to do about a specific financial matter, we’re here to help you.