Position: Wealth Manager
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Colum has worked for 27 years in the financial services industry, the majority of them helping professional clients and retired people in high net worth situations.
He finds the key to successful financial planning is to know all aspects of a client's lifestyle in order to work towards their lifetime goals and aspirations. This means regular contact and ongoing monitoring of your needs and ever changing circumstances. He finds that providing ethical, profitable and clear advice is the key to building a lifelong professional relationship between adviser and client.
As MoneyDoctor Wealth Management is independent this means Colum searches the whole of the market for the best solution and therefore clients genuinely receive the best advice available suited to their needs.
‘Colum has been my financial advisor for many years. When we met my investments had accumulated over time but I was not organised with either the paperwork or the investment portfolio. Colum got me and my paperwork sorted with gentle humour, goodwill on both sides and because Colum knew what he was doing. My financial affairs are now in order, I know what we are doing (I think) and I have clear guidance on what to expect.
Managing investments can be complicated but Colum explains things so that they make sense, without being dull or stressful. I look forward to meeting with Colum - friendly banter, a useful update, helpful guidance and sensible plans for the future. Importantly what we have agreed happens and what we have agreed is documented in a helpful letter. In short, Colum is a good man to know.'
Prof Martin Kendall