Director, Financial services
Damien Coulter
Financial planning
Areas of expertise
Personal financial planning and investments; group/company pension services; self-Invested pensions plans (SIPPs); pension income drawdown; investment of funds.
Experience
Damien is seen as a general practitioner, with his main source of business coming from existing client referrals. Having worked in the industry for 35 years, he has many long-standing clients ranging from individuals to companies with over 3,000 employees.
The advice he provides ranges from personal financial planning for individuals to corporate pension schemes for major employers. Damien very much adopts a hands-on approach when dealing with client affairs.
Notable achievements
- His two biggest corporate clients have been with him for over 42 years.
- A significant proportion of private/individual clients have enjoyed over 20 years association, the longest being 35 years.
Professional qualifications/memberships
Diploma in financial planning from the Chartered Insurance Institute (CII).