ColinLockeFinancialAdvisers.co.uk
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Finance - Inheritance Tax Advice - Financial Advisers - Bristol and Somerset
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About Us
Colin J Locke CertPFS , the Practice Principal, has over 15 years experience offering financial advice for Estate Planning and Retirement (including Inheritance Taxation issues), Financial Investment, assistance with Probate and Mortgages. As a member of the Chartered Insurance Institute, he holds a Certificate in Financial Planning, a qualification recognised throughout the industry as evidence of a high level of achievement in the Financial Advice industry. The skills and experience held by Colin reflects the commercial realities of the market and the requirements of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC) with regard to 'appropriate' qualifications for financial advisers.
No representations are made as to whether the information is applicable or available in any other country which may have access to it. Openwork Limited offers insurance and investment advice from a limited number of product providers and advice on mortgages representative of the whole market.
