Independent Financial Adviser

Colin Heap

Colin Heap

About

Professionally

Colin has over 35 years’ experience in financial advice, providing clients with peace of mind by creating personalised financial plans. Colin is a skilled adviser in the use of pensions, protection and managed investments for businesses and individuals.  Particularly focussing on financial and tax planning for businesses and business owners.‍ He also is experienced in giving advice around Inheritance Tax and Trusts.

Personally

Colin has 4 children and 6 grandchildren with whom he spends a lot of time at his lodge in the South Lakes.  In his spare time, he enjoys walking in the Yorkshire Dales and the Lake District. Colin enjoys sport and in particular golf and football being a member of Kirkby Lonsdale Golf Club and regularly attending Turf Moor to watch Burnley FC .