Meet the team
Colin Baldock - Principal
I have spent my entire career in Financial Services, working with a major Bank, Insurance Company, and Building Society before setting up my own practice as an Independent Financial Adviser back in 1985. Over the years, I've built a well-rounded and trusted business, always focused on delivering sound, personal advice.
One area I've developed a particular specialism in is later-life financial planning. This includes helping clients explore Equity Release options and guiding them through the complexities of estate planning, ensuring they can manage their assets with confidence and leave a secure financial legacy.
When I'm not working with clients, you'll often find me out on the water, I'm a keen sailor and love the clarity and perspective that comes with time at sea.
Tracey James - Development Manager
With over 25 years of experience in Financial Services, I hold full qualifications in both Financial Planning and Mortgages. Over the years, I’ve had the privilege of working with a wide variety of clients from High Net Worth individuals to large corporate firms, always with a focus on delivering clarity, quality, and trusted advice.
These days, my role centres around Business Compliance, Development, and Communication. I work closely with the team to ensure our clients are consistently informed about the latest changes in financial legislation and how these may impact their plans.
Outside of work, I find balance in the simple pleasures, long walks, going to the gym and time spent by or on the river on a sunny day. Whether I’m walking or watching a great performance, it’s my way of recharging and finding inspiration for whatever comes next.
Natasha Barber - Client Support
I’ve worked in Financial Services for many years and bring a strong attention to detail to everything I do. Over my career, I’ve built up deep experience in managing client enquiries and guiding applications smoothly through every stage of the process. I also have a solid background in mortgages and life protection, which helps me provide clear, accurate support to both clients and colleagues.
I love helping people feel confident and well-informed throughout their financial journey.
When I’m not at work, I enjoy spending time with family, walking my dog and most weekends you’ll find me on the side lines of a football pitch, cheering on my son - loudly and proudly!