Coll Perkins Ltd

Independent Financial Adviser 5 The Gardens, Fareham, Hampshire, PO16 8SS
FCA verified
19th November 2018
To deliver on our promises to you and do what we say we will do
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Mark Perkins AFPS
Independent Chartered Financial Adviser
Where to find us

5 The Gardens, Fareham, Hampshire, PO16 8SS

About us

Are you looking for advice around the new pension rules? Do you have a pension but don't really understand what you have got? Do you want to sit down with an experienced chartered pensions specialist to review your situation and provide you with a short report on your circumstances and options? I can do this for you for a fixed one off fee of £250. If this is of interest please get in touch.

Our services

We believe that we can take the stress out of financial planning whilst helping you to make the most of your assets ensuring that you have the opportunity to fully utilise all the tax breaks available to you. We do this by getting to know you and really understand your goals and ambitions and by careful bespoke planning.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Coll Perkins Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA) FCA number 487395. This can be verified by visiting the FSA's website www.fsa.gov.uk/register

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