Meet the team
Colin Baldock - Principal
Colin has been immersed in Financial Services throughout his entire career, gaining extensive experience with a major Bank, Insurance Company, and Building Society. Since establishing himself as an Independent Financial Adviser in 1985, Colin has built a well-rounded practice.
Colin has developed a strong specialism in later-life financial planning, including Equity Release and strategies to help clients effectively manage their estates and secure their financial legacy.
Tracey James - Business Development
Tracey brings over 25 years of experience in Financial Services, holding Full Financial Planning and Mortgage Qualifications. Throughout her career, she has worked extensively with High Net Worth individuals and large Corporate Clients. Tracey’s focus is on Business Compliance and Development and works closely with Colin to ensure clients are consistently informed about changes in financial legislation.
Natasha Barber - Financial Planning Admin
Natasha brings extensive experience in financial services and a meticulous eye for detail to her role. Over her career, she has developed expertise in managing all aspects of client enquiries and expertly guiding client applications through every stage with precision. With in-depth knowledge of mortgages and life protection.