Our Approach
Our staff have a passion for helping our clients reach their financial and lifestyle goals. We enjoy the challenges that each client’s circumstances brings and then sourcing the most appropriate solutions for them. We draw personal satisfaction from our clients’ successes and the rewarding relationships that develop.
Working in partnership
Our advisers will work in partnership with you and will ensure that you have a full understanding of the advice provided and the issues involved. This helps you learn as the relationship progresses over time. We have a plain English policy that breaks down the financial jargon and ensures that you are always in control of your own finances.
Our Process
At Collins Mann we follow a structured, approach to help you protect and build your financial wealth.
1. Collecting your financial data
At the initial meeting Collins Mann advisers spend time getting to know you and investigate your current situation. We will also require you to complete a Needs Analysis (fact find questionnaire), which outlines your current assets, liabilities, income and expenses, both personally and held through any other entity, which will allow us to fully assess your current financial position.
2. Discovery Meeting
During this meeting our advisers will interview you, asking you a series of questions which will help us identify your financial/lifestyle values and goals and your attitude to investment risk. We can then determine how we can add value to your circumstances to help you meet your goals.
3. Discussion Meeting
The advisers will then walk you through a map of your current position and discuss with you appropriate strategies that will help you achieve your financial goals. Fees for advice will also be discussed at this stage.
4. Preparation of financial plan
Collins Mann advisers will then formalise written recommendations, constructed in line with your overall financial position, in a Statement of Advice (SOA).
5. Presentation of the Statement of Advice & Strategy implementation
At this meeting our advisers will walk you through the SOA, the specific recommendations made and how they will be implemented. Investing according to your strategy is key to your financial future.
6. Review meetings
During the initial implementation of our recommendations, we will meet with you as often as you require, until you feel comfortable with and fully understand our policies and procedures. Our financial advisers will also be readily available to answer queries via the phone or email.
As your life changes and the markets fluctuate, your Collins Mann financial adviser will review current goals and strategies and work with you to ensure that your portfolio is realigned and optimally positioned for future success.