Collperkins Ltd

Independent Financial Adviser  5 The Gardens, Fareham, Hampshire, PO16 8SS
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FCA authorised
Last authorised 8th March 2021
We are open for business and conducting Zoom meetings. We can help people to make sense of how the current market crisis may affect them and there plans, have they still got enough? Please contact us for a no obligation discussion about your circumstances during these difficult times.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Mr Mark Perkins APFS
Chartered Financial Planner
Mr Ian D'Arcy
Independent Financial Planner
About us

We are a firm of Chartered and Certified financial planners at Collperkins, who specialise in working with clients who are working towards retirement and those that are at or in retirement and want to understand their options to provide a sustainable tax efficient income for the rest of their lives.
We also specialise in working with divorcees and those recently bereaved who want someone they can trust to help them through their difficult time.

Our services

1. planning towards your retirement
2. making the best choices when entering retirement
3. managing your portfolio during retirement
4. understanding how much is enough
5. increasing your portfolio’s tax efficiency
6. use of annual tax allowances
7. helping to transfer wealth between generations tax efficiently
8. provide a plan to help you make sense of your financial situation

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

5 The Gardens, Fareham, Hampshire, PO16 8SS

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