Paul and Peter Collins have between them, a wealth of experience in advising clients.
Paul Collins Cert DipPFS
Director
Paul has been in the Insurance Industry since 1979. His clients receive advice on matters which include retirement planning, building and preserving capital, whilst working towards obtaining income and capital growth in a tax efficient and flexible manner.
He also specialises in Estate and Inheritance Tax Planning.
Peter Collins Cert PFS
Director
Peter started in Financial Services in 1977. Many of his clients are directors or company owners where advice is required on their protection needs against death, sickness or income replacement, both personally and corporately.
He also advices them on their Investment Planning, structuring Portfolios for the medium to longer term.
Sue Chappell - Administrator
Sue is responsible for the administration within our company and ensures that a high level of service is provided to our clients.
Sue has previously worked in the legal and patent fields and brings a wealth of experience to us.
