About Us

Visions and Value

Our key aim is helping our clients shape their future financial plans and meet their financial goals. We aim to offer a first class, tailor made service and client satisfaction is at the heart of everything we do. As Independent Financial advisors we can use the whole of the market and creating long lasting and mutually beneficial relationships with our service providers. At Need Financial recommendations are an integral part of our business and for this reason it is so important to us that all our clients are happy with the advice and service provided.

Our vision is to become the leading financial service provider in London and the South East.

Our Team

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Colin DipFA

Colin started out in the financial services industry in 1986. He originally worked for banks and other financial institutions before deciding to set up his own practice in 1995. Colin is a qualified financial planner and helps clients with all aspects of their finances. He enjoys Rugby, walking his dog, and spending time with his family and friends.

Colin says “I get great satisfaction from helping people from all walks of life. To me, there is nothing more important than planning for the future and taking care of you and your loved ones.”

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James CeMAP

James is new to the industry and joined us in January 2015, and what he lacks in experience he certainly makes up for in enthusiasm. James achieved CeMAP status early on in his career, and is working towards his Diploma in Financial Advice. He provides support to the members of staff and is an integral part of the team. James enjoys football, fine food, and a good ale.

James says “Since joining the business, I have received great support and encouragement from Colin and the team. I am so glad I decided to join the industry as it is such an exciting environment to work in, and I aim to help as many people as I can.”

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Mike

Mike has a lifetime of experience in the financial industry and is a key part of the team. Mike is our client relationship manager and supports the financial advisors. He enjoys spending time with his lovely wife and family, and he can often be found at the local golf club.

Mike says “I have been in the business for a long time, and I still get the same enjoyment from helping people as I did when I first started 40 odd years ago. No problem is too big or too small.”

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Chrissie

Chrissie, the newest member of the Need Financial team, joined in 2017. She is in the process of completing her CertPFA (Certificate in Paraplanning & Financial Administation) while working as admin support to the rest of the team. Chrissie enjoys spending time with her family, watching football (Arsenal!) and photography.

Chrissie says, ‘Being completely new to the financial industry I anticipated feeling a little out of my depth, however, Colin and the team have been an incredible support and I am thoroughly enjoying my change in career. We have such wonderful clients hereĀ and I feel very lucky to be working in such a great environment.’