Colin Tippin Dip PFS

Business Owner at JustReasonsWhyLetters.co.uk
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Contact Information
us****@****om
(386) 825-5501
Location
Barrow-in-Furness, UK
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Peter Skidmore B.Ed Dip PFS RLP®

Using www.JustReasonsWhyLetters.co.uk is one of the best decisions I have ever made. I have used Colin and JustReasonsWhyLetters as my Reasons Why letter writers every week since 2011. They are fast, accurate, reliable and affordable. Best of all, they protect me - if they spot an error or omission they not only flag this up, but offer solutions to arrive at a bullet-proof reasons why solution. I provide the information and they get on with it, leaving me and my team free to look after and see more clients.

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Credentials

  • Dip PFS
    -

Experience

  • JustReasonsWhyLetters.co.uk
    • Business Owner
      • 2011 - Present

      We provide the UK's only 'DONE FOR YOU' Reasons Why letters to financial advisers and paraplanners. 'DONE FOR YOU' means just that - you simply check the finished report We provide the UK's only 'DONE FOR YOU' Reasons Why letters to financial advisers and paraplanners. 'DONE FOR YOU' means just that - you simply check the finished report

  • Aquarius Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Reasons Why producer
      • Aug 2011 - Dec 2014

      A part time role producing client-specific and template Reasons Why letters / Suitability reports. Also heavily involved in business planning and strategy as well as marketing initiatives. A part time role producing client-specific and template Reasons Why letters / Suitability reports. Also heavily involved in business planning and strategy as well as marketing initiatives.

  • EFG Private Bank
    • United Kingdom
    • Banking
    • 300 - 400 Employee
    • SIPP Administrator
      • Mar 2010 - Dec 2010

      Covered 9 months in total for a couple of staff member maternity breaks on a temporary contract. Responsibilities were to: Liaise with asset providers to gather values Assemble annual SIPP statements Produce SIPP illustrations for EFG SIPP clients. Covered 9 months in total for a couple of staff member maternity breaks on a temporary contract. Responsibilities were to: Liaise with asset providers to gather values Assemble annual SIPP statements Produce SIPP illustrations for EFG SIPP clients.

  • Ashwood Law Wealth Management Ltd
    • Independent Financial Adviser
      • Feb 2008 - Sep 2009

      Independent financial adviser to my own client bank, advising on pensions, investment, protection, IHT and mortgages Independent financial adviser to my own client bank, advising on pensions, investment, protection, IHT and mortgages

  • Professional Practice Services
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Adviser
      • Jun 2003 - Feb 2008

      Pension, protection, estate planning and investment adviser to members of the veterinary profession Pension, protection, estate planning and investment adviser to members of the veterinary profession

  • BMA Services
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Adviser
      • Oct 1991 - Jun 2003

      I provided a full range of independent financial planning advice for all grades of doctors, their spouses and dependents. Advice areas included income protection, life & critical illness cover, mortgages, savings, pensions & investments. This niche market also required me to have extensive knowledge of more specialised products such as locum cover, cost and notional rent schemes and financing GP surgeries, It was essential to understand and advise on the non-standard NHS pension arrangements… Show more I provided a full range of independent financial planning advice for all grades of doctors, their spouses and dependents. Advice areas included income protection, life & critical illness cover, mortgages, savings, pensions & investments. This niche market also required me to have extensive knowledge of more specialised products such as locum cover, cost and notional rent schemes and financing GP surgeries, It was essential to understand and advise on the non-standard NHS pension arrangements for certain grades and/or occupations. Show less I provided a full range of independent financial planning advice for all grades of doctors, their spouses and dependents. Advice areas included income protection, life & critical illness cover, mortgages, savings, pensions & investments. This niche market also required me to have extensive knowledge of more specialised products such as locum cover, cost and notional rent schemes and financing GP surgeries, It was essential to understand and advise on the non-standard NHS pension arrangements… Show more I provided a full range of independent financial planning advice for all grades of doctors, their spouses and dependents. Advice areas included income protection, life & critical illness cover, mortgages, savings, pensions & investments. This niche market also required me to have extensive knowledge of more specialised products such as locum cover, cost and notional rent schemes and financing GP surgeries, It was essential to understand and advise on the non-standard NHS pension arrangements for certain grades and/or occupations. Show less

  • Commercial Union
    • Poland
    • Insurance
    • 1 - 100 Employee
    • Financial adviser
      • Dec 1989 - Oct 1991

      As part of the CUFS advisory team, I arranged and presented seminars on general financial planning in order to create clients. Financial products were provided from Commercial Union's own range. As part of the CUFS advisory team, I arranged and presented seminars on general financial planning in order to create clients. Financial products were provided from Commercial Union's own range.

  • National Financial Management Corporation
    • Financial Advisor
      • Mar 1989 - Dec 1989

      Part of the AXA Equity & Law Group, my role was to generate business for myself from referrals and through other marketing initiatives, including presenting public seminars. Part of the AXA Equity & Law Group, my role was to generate business for myself from referrals and through other marketing initiatives, including presenting public seminars.

  • General Portfolio Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 1987 - Mar 1989

      My first adventure in financial services was pre-Financial Services Authority. My first insight into savings, pensions and protection. My first adventure in financial services was pre-Financial Services Authority. My first insight into savings, pensions and protection.

Education

  • Personal Finance Society
    DipPFS, Personal Financial Planning
    1992 - 2009
  • Walsall College of Art
    Graphic Design
    1979 - 1981
  • TP Riley Comprehensive
    Finance, General
    1972 - 1979

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