Money is often the cause of stress and anxiety.
We bring clarity and order to your financial life, giving you a clear and comprehensive plan to achieve your dreams, goals and aspirations. Not only that, but we also remain with you every step of the way, reviewing your objectives and adapting your plans as your circumstances change. This means that you have peace of mind, knowing that you are making wise decisions, so you can focus on living life the way you really want to live.
We believe it is never about the money, which is why we provide life-centred, not money-centred financial planning for clients. We focus on challenging your mindset, to draw you away from your habits, allowing you to make decisions you never thought would be possible.
Put our clients’ interests first
We are completely independent and directly authorised by the Financial Conduct Authority. We’re also 100% owned by the directors in the business. All of this means that we decide on the right advice for our clients, not a faceless, corporate service provider.
Our whole-team approach ensures that 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.
Provide proper financial planning
We provide 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 recognise that service expectations are rising and those who seek face-to-face advice want to feel understood. We provide empathy, not a technical lecture.
Provide a personal service
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.
Maintain our qualifications and technical expertise
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 and Ian is a CERTIFIED FINANCIAL PLANNERTM. Both of these accreditations demonstrate their commitment to maintaining the highest standards of professionalism.
The starfish story
Our office in Fareham has a huge mural on the wall which tells the ‘starfish story’. In it, a man walks along a beach that has been covered in starfish washed-up by the sea. He sees a young girl walking along the beach. Every so often, she picks up a starfish and throws it into the sea.
The man catches up with the child and asks: “Why are you bothering to throw the starfish into the sea? It won’t make any difference.” The girl quietly picks up a starfish from the sand, throws it into the sea and says: “I made a difference to that one.”
Why do we like this story so much? Because it clearly explains our ethos which is shared by our entire team: we are here to help each and every client and make a difference in their lives. You can see how we’ve made a difference to our clients by taking a look at our client stories below.
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
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
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
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
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
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
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
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.