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Data Law is Changing Please See Our Updated Collperkins Privacy Statement
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About UsOur 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.
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Why CollperkinsWe 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
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How we are paidAt Collperkins, we'll work with you to pave the way for a fresher financial future, and no costs are incurred without prior agreement.
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Our clients/about youWe believe there are 3 types of clients: The Not Enoughs, The More Than Enoughs and The Just Rights.
For independent financial advice call 01329 800 024 or Email: advice@collperkins.co.uk
Lifestyle financial planning
At Collperkins, we believe in doing things differently from your traditional financial adviser. We are focussed on you and your goals; we’re not trying to sell you a financial product. We call this proper financial planning!
Click here to download the Collperkins Privacy Statement.
How much is enough to ensure that you never have to worry about money?
What needs to happen to secure you and your family’s future?
What’s your number?
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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Lets have a coffee and a chat
Our job is to help our clients understand 'how much is enough'.
What our client’s say
Very good relationship. Mark has a strong focus on our needs and aspirations. The products he has recommended have worked well in achieving our goals.
Mr and Mrs P
Extremely professional service and very informative. Would strongly recommend Mark.
Mrs H
Mark was very understanding of my situation and provided good advice at appropriate times.
Mrs S
Previous experience of a Financial Adviser had left me rather dubious but was very quickly reassured by Mark. His easy manner and obvious knowledge gave me confidence and a belief that I would be given good advice, tailored to my situation.
Mr M
Our Address
Collperkins Ltd
5 The Gardens, Fareham
Hampshire
PO16 8SS
Tel: 01329 800 024
Fax: 01329 888 971
Email: advice@collperkins.co.uk
Knowledge Centre
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