How can we help?
Your ability to retire when you want depends on the type of lifestyle that you want to have in retirement. Once we’ve identified your lifestyle needs, we can look at all the options available to you.
This is a common problem for people who’ve had multiple jobs throughout their career. One of the steps on your journey with us involves thorough research into your current financial arrangements, which we undertake on your behalf.
For some, leaving a legacy is one of the most important things you can do. With effective estate planning, we can make sure that as much wealth as possible is passed on to the right people.
Following the death of a spouse or divorce, it’s important to gain control over your finances. By understanding what’s important to you, we’ll identify what you need to do to achieve the future you want.
Now that you have built up wealth to retire on, the key priority is to make sure that it doesn’t run out before you do. Early financial planning will help you to achieve the retirement you want.
We’re here to bring clarity and order to your financial life, giving you a clear and comprehensive plan to achieve your dreams, goals and aspirations.
We work with multiple generations of families to make sure that the ‘family wealth’ is protected.
We work with business owners to make sure that they capitalise on the benefits that owning a business can bring. This includes providing for their families if the worst should happen.
We help a range of clients with their lifestyle financial planning. But we bring the most value to those who are:
Planning for retirement
As you start planning the retirement of your dreams, it’s important to understand what income you’ll need.
We help multi-generational families to organise their finances so that they can plan ahead whilst enjoying today.
Widows & divorcees
Part of pulling your life back together and daring to dream again is about gaining control over your finances.
Retiring soon & already retired
Now you have the wealth you need to retire, the key priority is to make sure that it doesn’t run out before you do.
What our clients say
We’re privileged to have worked with hundreds of clients over the years. Here, just some of our clients share their stories about how lifestyle financial planning has transformed their lives.
Client since: 2013
At a point where I’ve had to start my life over, Mark has taken the stress and worry out of dealing with my finances. With careful management, he’s given me a lifestyle that I didn’t know I’d be able to have.
Clients since: 2011
We’ve been very, very happy with Mark’s services; he keeps us ticking over and makes sure that we’re doing the right thing with our wealth. He has an excellent team of staff who are very efficient and keep us informed on progress.
Client since: 2006
If it wasn’t for Mark, I’d be a lot more anxious about my financial position. Now we’re currently in the midst of the Covid-19 pandemic, I know I’d be feeling a lot more worried if I didn’t have Mark as my financial planner.
Clients since: 2011
Markets go up and down but collperkins are always immediately on hand to sort any concerns or to help with any problems. We take the view that Mark will see that we are always taken care of – no worries.
Clients since: 2013
Mark’s advice has meant that we have felt much more comfortable with our financial plans and I have spent a lot less time worrying. We are now much more confident that our goals are achievable and that has allowed us to enjoy the present much more.
Client since: 2014
Mark has advised three generations of my family as he is now advising my son. Mark has helped him with some tricky decisions recently, but we all find it comforting and reassuring to know that Mark is there to guide us through.
News & views
Cashflow planning: Helping to answer ‘what if…’ questions
It’s natural to wonder what will happen if things don’t go according to your plans. Cashflow planning can help you understand potential impacts and put safety nets in place where necessary.
Staycation: Five popular destinations in the UK
With coronavirus affecting holiday plans, looking at staycation destinations could inspire you for a break later in the year.
Ready to start achieving your dreams?
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