Summary

Following a career in industry, 10 years ago I chose to specialise in wealth management and am an Associate Partner of the prestigious St. James's Place Partnership. My clients are predominantly North West based professionals or already retired. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
My Services include:
Retirement Planning
Protection (Life, Critical Illness, Income Protection)
Onshore and Offshore Investments (ISA UTs Bonds)
Mortgages - residential and commercial
Inheritance Tax planning
Trusts

Expertise


My Services include:
Retirement Planning
Protection (Life, Critical Illness, Income Protection)
Onshore and Offshore Investments-
Inheritance Tax planning
Long Term Care planning

Experience

  • Colin Hart Wealth Management

    Associate Partner
    - Current
    Wealth Manager advising working professionals and retired clients in the North West
  • Co-Operative Insurance

    Advisor
    1999 - 2005
    Advising clients in the North West
  • St. James's Place Wealth Management

    - Current
    St. James's Place Wealth Management

Education History

  • Mechanical Engineering

    University of Liverpool
    2000 - 2000
    Graduated 1980

Qualifications

Diploma in Financial Planning, Personal Taxation, Mortgage Advice, Long Term Care Advice

Email Colin

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