Collins Wealth Management is committed to a long term relationship with all our private and corporate clients. We find that, above all else, these successful and busy people prefer that their relationship with their adviser is based on trust and respect. Our position as their instructed wealth manager enables us to fulfil this requirement, working closely with them to support and enable their individual financial aims and aspirations.
The financial world is becoming increasingly complex. Whether you are a private client or a business leader, gone are the days when one financial adviser is equipped to provide all the technical, legislative, regulatory and specialised advice that clients need. Collins Wealth Management has been created to provide our clients with a high level of bespoke advice in Risk Management, Investment Management, Wealth Creation, Taxation and Trusts*, together with Retirement and Exit Planning, Estate Creation, and a professional Personal and Commercial Lending Advice.
For our team of advisers, any product or service solution is always the final link in the advisory chain. This follows an appropriate level of completed consultancy work with our clients to fully understand and support their needs and objectives. We design original and creative financial solutions and our recommendations are always made within the framework of ‘adding value’ to our clients’ financial portfolio.
*Trusts are not regulated by the Financial Conduct Authority.
Exit Planning may involve a service that is separate and distinct to those offered by St. James's Place.