Most stockbrokers, private bankers or investment managers focus solely on investment advice or asset management, and do not have the knowledge, experience or inclination to view your investment portfolio in the context of your overall situation. Financial advisers concentrate on arranging life assurance, pensions and dabble in investments. Financial planning, a relatively new profession, is the process of meeting your life goals through the proper management of your finances. It provides direction and meaning to your financial decisions. Financial planners, although focusing on the strategic side of planning will often arrange financial transactions for you in the same manner as a financial adviser, but rarely do they offer or even specialise in investment management.

At Collins Ward, we integrate financial planning with investment management to provide a comprehensive wealth management solution delivered with personalised attention. Your Collins Ward wealth manager will be professionally qualified in the disciplines of financial planning and investment management, something which is almost unknown in the UK. Although we will guide you in the management of your finances, there will always be times where other specialists will be needed to advise on specific issues. At Collins Ward we will happily work with your existing tax, legal or accounting professionals to present integrated solutions to you.

Due to the level of personal attention our clients receive, we have a minimum portfolio size of £400,000 per client.