Your journey

To get the most value from financial planning, and ensure that you can achieve your dreams, your journey with us will be a long one.

We want to ensure that your financial plan adapts to your circumstances and your changing goals. So, we’ll be by your side for all the highs and lows, and the ups and downs that life can throw at you.

Here’s how a typical journey with us would look:

Step 1 : Initial Meeting
Step 2 : Discovery
Step 3 : Plan presentation
Step 4 : Agree strategy
Step 5 : Implementation
Step 6 : Keeping on track meetings

The initial meeting is a great way for you to meet us and for us to get a better understanding of what you are really trying to achieve. The meeting is held at our expense, and if you don’t want to take things further you can walk away without any obligation or cost. If we all agree that we would like to work together, we’ll move on to the next step.

At the initial meeting, we’ll ask you to consider questions such as:

What is it that you want to do between now and the day you die?

What is most important to you?

What do you want to do with your family?

How much more do you need to accumulate for this life you are working hard for?

What else do you want to do? Life is not a dress rehearsal – time disappears faster as you get older!

What needs to happen to get and keep the life you really want?

We’ll collate sufficient information on your current financial arrangements to allow us to create a meaningful financial cash flow plan.

Together we will challenge your financial cash flow plan to ensure it accurately reflects your current and expected financial position.

At our initial meeting, we determined what is important to you and what you would like to achieve. We’ll now use the cash flow to ascertain what resources you have to enable you to live your desired life. This forms the foundation from which you are able to make informed financial decisions and allow us to draw up an action plan.

We’ll give you time to discuss the financial plan and answer any questions you may have. Once we’ve agreed the actions required from the previous stage, we’ll undertake any research and due diligence at this point. Then we’ll make any recommendations on actions required.

Once we have agreed the actions required and you are happy with our recommendations, we’ll implement everything that needs to be done to ensure that your wealth is being used to achieve your goals. We’ll take care of all of the paperwork, and liaise with all the relevant providers, so you can relax, knowing that your plan is in safe hands.

The most important aspect of financial planning is continuing the cycle of: reviewing your goals, adjusting the financial plan and implementing any changes. This is where the true value of financial planning shines through, as you’ll have clarity and confidence in your finances. And you’ll be safe in the knowledge that you’re doing all you can to achieve your dreams.

For more information, take a look at what we 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

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.

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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.

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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.

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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.

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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.

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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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