We bring clarity and confidence to your life, giving you a clear and comprehensive plan to achieve your dreams, goals and aspirations. Not only that, but we remain with you every step of the way, reviewing your objectives and adapting your plans as your circumstances change.
We bring clarity and confidence to your life, giving you a clear and comprehensive plan to achieve your dreams, goals and aspirations. Not only that, but we remain with you every step of the way, reviewing your objectives and adapting your plans as your circumstances change – meaning that you have peace of mind knowing you can simply focus on living life the way you really want to live.
We believe it is never about the money, which is why we focus on challenging your mindset, to draw you away from your habits, allowing you to make decisions you never ever thought would be possible.
We are completely independent and 100% owned by the directors in the business, meaning our clients get the advice that is right for them. Since the very beginning, Collperkins has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make. We provide high-quality, professional financial planning, with clearly defined service levels and a transparent fee structure.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using Collperkins, you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.
We provide Proper Financial Planning as opposed to transactional-based advice. We tell our clients the truth about what their money can and cannot allow them to do. This means all advice given to our clients is designed to help them achieve their goals and objectives.
We only work with a limited number of clients. We recognise that the success of our firm is only as strong as the relationships we have with our clients. For this reason, personal service and client care is a priority for us.
We take pride in being both highly qualified and technically competent to ensure our advice is of the highest standard. Mark is a Chartered Financial Planner. The title Chartered Financial Planner is the most widely accepted ‘gold standard’ qualification available for professional financial planners/ financial advisers in the United Kingdom. Only about 10% of Financial Advisers hold this title; those that do are the most qualified professionals in addition to having greater industry experience. At July 2013, there were 36,000 advisers in the UK; as of May 2016, there are 5,000 individuals who hold the title Chartered Financial Planner.*
5 The Gardens, Fareham
Tel: 01329 800 024
Fax: 01329 888 971
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