Collins Ward was formed owing to the lack of truly independent wealth management advice in the UK marketplace. We offer the highest quality technical financial planning advice, combined with a world-class investment management proposition, all delivered with old-fashioned service standards.

The financial services sector and capital markets have undergone enormous change in recent decades. As a new company, our proposition has been built from scratch, rather than having been assembled piecemeal over time, allowing us to deliver a coherent solution for modern-day investors.

Our in-depth consulting process ensures we gain a thorough understanding of your values and goals before utilising the latest technology and planning techniques to deliver a bespoke investment plan geared to your specific requirements.

Our investment proposition is built upon Nobel Prize winning theories, decades of empirical research, an efficient trading structure, cost minimisation and a healthy scepticism of 'flavour of the month' schemes all tailored with common sense to the modern-day capital markets.

We wish to work with clients where our services can add value on an ongoing basis, in this way we can focus on continuing to deliver the highest possible service to our existing clients, rather than building a business proposition that continually requires new clients to be successful. The nature of our services means that we restrict the numbers of clients we can accept. Please take some time to read the website sections on our principles and how we work to see how you can benefit from our services.

Remember, we place the attainment of our clients' goals at the forefront of our relationship, and we are confident that you will not be disappointed. However, we offer a satisfaction promise, in that if you are unhappy with any aspect our service we will refund our fees to a level which you think is appropriate.