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Meet Colin M Hart Dip PFA, ACSI, AwPETR, Cert PFS

  •  
    +44 (0)121 788 4588

    Colin M Hart Dip PFA, ACSI, AwPETR, Cert PFS
    Managing Director

    Mob : +44 (0)7973 223 974          Skype : colin.hart.ifa

    Colin was extremely proud to have won the prestigious title of Financial Times (Adviser) SIPP Pensions Adviser of the Year 2016 at the annual FT Financial Adviser Life & Pensions Awards. The award, presented by the former Pensions Minister, Steve Webb, in the summer of 2016 was based on technical knowledge and client service and was assessed by an independent panel of judges during a tough process culminating in an interview at the Financial Times building in London.

    Colin was also featured in The Times, Telegraph & National Press as one of the Top 250 Rated IFAs in the UK ranked by clients through Vouchedfor.com, over the last 3 years.

    Colin joined the company in 1986 and is a self motivated professional with an innovative approach. With over 28 years experience, providing a wide range of independent financial planning services to private clients and their families, directors, business owners, entrepreneurs and professionals in many fields. His client bank has been built up over the years through continual hard work and dedication, establishing strong relationships with leading firms of Solicitors and Accountants to provide a more comprehensive service to his clients. His desire is for the firm to stay small and remain tightly focussed on delivering a bespoke service to the highest of standards.

    Colin was elected as main board director of the Life Insurance Association (LIA) in 1997, now Personal Finance Society (PFS), the largest professional body for financial advisers in the UK with over 32,000 members currently. In 1998/99 he became Chairman of the Association’s Stakeholder Pension taskforce, responsible for responding to the Government’s introduction of Stakeholder Pensions.

    He is an accomplished speaker and has spoken throughout many parts of the World, including South and North America, Africa, Far East and Europe East and West.

    Colin is married and interests include tennis, ice hockey, wakeboarding, scuba diving and watching his son play rugby, ice hockey and sports. For many years he has been involved professionally within the sport of wakeboarding and, whilst on a voluntary basis, this is on an international level, as World Chairman for 6 years and as Chief Judge of the prestigious Wakeboard World Cup for 3 years.

    Based from offices in Solihull, West Midlands but operates in Central London on a regular basis.

    Reviews and Ratings for Financial adviser Colin Hart, Birmingham
  • Qualifications

    Colin is constantly updating his knowledge to ensure he can provide you with the best advice. Colin’s current qualifications are listed below:

    Diploma and Certificates Achieved:
    Financial Planning Certificate – 1993
    Diploma Professional Financial Advice – SQA - 2012

    Level 6 Award in Pension Transfers – IFS – 2015

    Main Qualifications Awarded  :
    Financial Planning Certificate 1 – Marketing, Sales and Investor Protection
    Financial Planning Certificate  2 – Life Assurance 
    Financial Planning Certificate 3 – Pensions
    Financial Services Regulations - CII
    Investment Principles & Risk - SQA
    Personal Taxation - SQA
    Pensions & Retirement Planning - SQA
    Financial Protection - SQA
    Application of Professional Financial Advice - SQA
    Pension Trustee Certificate (Occupational Pension Schemes) - PMI

    Professional Memberships
    Holder of Statement of Professional Standing
    Institute of Financial Planning
    Member of the Personal Finance Society
    Member of Chartered Insurance Institute