Independent lifestyle financial planners

Helping people in the South to use their wealth to achieve their dreams

How can we help?

When can I afford to retire? What are my options?

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.

My pensions are all over the place – where do I start?

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.

How do I pass on wealth tax efficiently to my family?

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.

Now I’m on my own, how do I manage my finances?

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.

I’m coming up to retirement, what are my options?

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.

I’m at a point in my life where I need to get serious about my finances – how can you help me?

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.

I’m concerned about my retired parents and want to ensure they get the right financial planning advice - can you help?

We work with multiple generations of families to make sure that the ‘family wealth’ is protected.

How can I guarantee that my family will receive fair payment for my interest in the business in the event of my death?

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.

About you

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.

Families

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: 2016

Shirley Surrey

Ian is so thorough in his work; he’s completely dependable and trustworthy. It’s a huge relief to have found someone I trust and more importantly who I trust to advise my children.

Clients since: 2017

Jane & her husband Berkshire

Thanks to Ian, we know where we stand financially and when we can both fully retire. We also feel more confident that we’ll have the lifestyle that we’re looking forward to in retirement.

Clients since: 2016

Lorna & Tom London

Going through the process of identifying what we want from life as a couple, really does give your life more meaning. Ultimately, financial planning is not just about growing your wealth, it’s about how you can achieve your dreams and aspirations.

Client since: 2013

Barbara West Sussex

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.

Client since: 2019

Andy Surrey

Ian is simply the most genuine and trustworthy person I know, with a genuine desire and skill to help his clients. So the outcome was better than I even hoped for.

Clients since: 2017

Robert & Barbara Kingston

The greatest benefit of working with a financial planner is that I can let go of all the worry. We know our finances are in good hands, and I no longer feel the need to check them all the time.

Clients since: 2011

Dennis & Brenda Walton-on-Thames

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

Lucy London

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

Graham & Jane Hampshire

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

Nick & Andrea Hampshire

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

Lin Hampshire

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.

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About us

Established in 2011, we believe in doing things differently from your traditional financial adviser. At collperkins, we are focused on you and helping you to achieve your dreams.

Meet the team

FAQs

What we do

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Contact us

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