About us

Get to know us a little better

We love to help

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 History

Some key stages in our past, that have made us what we are today...

1986
Colin started out in the financial services industry
1995
Colin decided to setup his own practice and became an authorised IFA
2015
Need Financial Planning was born
2016
The Need Financial Team continued to expand
2018
Need Financial launched the ‘Need Financial Times’ newsletter, bringing financial advice to life.

...and we are excited as ever about what the future holds!

Meet the team

We are a small but mighty team

Colin

Principal

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Colin

Principal

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.

Colin is a big rugby fan and loves nothing more than spending time with his family and friends.

Colin started out in the financial services

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James

Financial Adviser

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James

Financial Adviser

James followed in his dad’s footsteps and joined the industry in January 2015. He quickly achieved his CeMap and Diploma qualifications and is currently working towards becoming a Chartered Financial Planner.

James has had a very busy 2019; buying and renovating his first home and marrying his lovely partner, Shannen. James enjoys football (one of three Gooners in the Need FP office!), fine food and a good ale.

Chrissie

Administration Manager

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Chrissie

Administration Manager

Chrissie changed career and joined Need FP in 2017 as our Admin Manager, supporting the rest of the team here.

Chrissie is a mum of 2 girls (Indi, 6 and Imogen, 3) who keep her very busy! In her spare time she will most likely be watching Arsenal or an obscure, foreign football game with her husband Eddie!

Jane

Mortgage & Equity Release Adviser

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Jane

Mortgage & Equity Release Adviser

Jane joined our team here in 2018 following a successful sales career. She’s completed both her CeMap and CeRER qualifications and now specialises in Equity Release.

Jane loves a chat and takes great pleasure in helping all those around her and has become a firm client favourite! She is kept busy with her growing family (4 grandchildren, soon to be 5!) but wouldn’t change it for the world.

Investing in community

We are proud supporter of Thanet Wanderers Rugby Club

Colin and the team at Need FP are passionate about the local community and continue to explore new opportunities to give something back to the place we all love.

We jumped when the chance to sponsor Thanet Wanderers came up; a club that Colin has played for, captained and coached in the past. Many traits and lessons learned at the club are still apparent in Colin’s business life today, so it seems very fitting to have the two now in partnership.

Let's meet up

Whatever your needs, contact us today to see how our services can help you.

Contact Us