About Us

Our job is to help our clients understand ‘how much is enough’. To help them discover their ‘number’. That ‘number’ is the amount they need to keep living the life they want. Because once they understand their ‘number’, we can help them to accumulate it, manage it, protect it and, most importantly, enjoy it before it’s too late! That to us is proper financial planning.

About us – what we do

Our job is to help our clients understand ‘how much is enough’. To help them discover their ‘number’. That ‘number’ is the amount they need to keep living the life they want. Because once they understand their ‘number’, we can help them to accumulate it, manage it, protect it and, most importantly, enjoy it before it’s too late! That to us is proper financial planning.

We do this by wearing three hats:

Hat 1 – The Lifeplanner

The first hat we wear is that of a ‘Lifeplanner’. A Lifeplanner’s job is to identify exactly where you are now, how you got to where you are now and, more importantly, where you want to get to in the next five years, ten years, fifteen years…in fact, what it is you want to do between now and the day you die. Life is not a rehearsal, and precious time is slipping away. Our job therefore is to identify exactly what sort of life you want to live and in particular the type of lifestyle you want to enjoy.

We do this by asking questions and using what we call a ‘Fact Find’, which allows us to keep on track and collate the information in an efficient manner.

Then when we know what you want to achieve, we’ll then take off our ‘Lifeplanner’s hat’ and put on our second ‘Financial Planner’s hat’.

Hat 2 – The Financial Planner

The Financial Planner’s job is to identify all of the financial resources available to you now, all of the resources becoming available to you in the future and, more importantly, all the resources that you might need to become available in order to satisfy the needs of your ‘life plan’.

When we have all this information, we then put together a comprehensive plan which will show you what your financial future looks like – and what action you might need to take to achieve and maintain your desired lifestyle.

Finally, when we’ve agreed on a financial plan, IF any financial products are needed to help satisfy the needs of your financial plan, then we’ll take off our Financial Planner’s hat and put on our third hat which is that of an INDEPENDENT Financial Adviser.

Hat 3 - The Independent Financial Adviser

We wear our Independent Financial Adviser’s hat in order to identify which financial products or investments (if any) will be recommended for all the right reasons – not because it seemed like a good idea at the time.

We do not know when the best time is to invest – we only believe that you should invest for the long term and accept that markets can go up as well as down.

As an Independent Financial Adviser, we are particularly qualified in this field, including:

  • Investment strategies
  • Pension planning
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate planning
  • Corporate planning

Our Address

Collperkins Ltd
5 The Gardens, Fareham
Hampshire
PO16 8SS

Tel: 01329 800 024
Fax: 01329 888 971
Email: advice@collperkins.co.uk

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