Ref No. B 136478
Terry Collins Associates
37 St Andrews StreetNorwich
Norfolk
NR24TP
01603767152
http://www.terry-collins.co.uk
Terry Collins Associates has been providing Financial Planning and Financial Services to Families and Business since 1988. Terry Collins Associates provides advise on Protection, General Insurance, Pensions and Investments Pensions / Investments / Insurance / Mortgages / Inheritance / Protection / Family / Holidays / School Fees / Savings / Leisure / Business Whatever the future holds Financial planning is key You decide today what happens tomorrow. Self-employed, employed or retired, we have an expert adviser who can help. Protection Life insurance is designed not just to protect you and your family but can also be used to protect your income, business interests, partners and key workers which if removed could affect you and your family’s ongoing lifestyle for years to come. Based on projected earning potential, you are your family’s biggest asset - make sure that it’s well insured. Investments and Savings Find out how to create an investment portfolio designed around your needs with regular monthly savings or lump sum investment. Talk to us about getting started or to get the best out of your existing arrangements and for the latest news and information on funds and available products. Pensions Decide when you wish to retire and how much income you think you will need; then talk to our advisers about how best to achieve your objectives. Using pension contributions, investment and annuities we will design a strategy that is right for you. We can also review your existing pension plans to see if they are on track and how suitable they are to you now. Inheritance Tax Planning Tax arising from death is a subject which is often not discussed due to the sensitive nature of the topic but is a real issue that needs to be planned for. Death cannot be avoided but it is usually possible to reduce or even eliminate any subsequent tax. At the very least, measures can be taken to soften the blow. Inheritance tax planning will protect both loved ones and assets. Talk to us regarding the strategies available using investments, trusts and insurance policies. Mortgages First time buyer or property collector we source mortgages from a range of lenders who represent the whole of market. We provide professional advice for all your property needs. Your home may be repossessed if you do not keep up repayments on your mortgage. We may charge a fee of a minimum of £250 rising to a maximum of 1% of the loan amount, if greater. Typically this will be £295. General Insurance Getting the right insurance cover may not be the most exciting thing to do with your time but the reality is that things do go wrong (often completely outside of your control) and it’s therefore vital that your insurance provider and policy are right for you. Buildings and Contents, Accident, Sickness and Unemployment, Commercial and Landlord policies. Have you got it covered? Look again... Take a look at the plans you’ve made you could enhance the benefits. Your circumstances are constantly changing including your finances. That’s why it’s a good idea to take a regular look at the financial plans you’ve made to see whether they’re still right for you. A financial planning review can measure how your plans are doing and identify where you’d benefit from any changes. Whether it be protection, investment, pension planning, inheritance tax planning, mortgages or general insurance; now is the time to review your existing policies and plans to ensure they continue to meet your needs both now and for the future. Ensure you remain on top of your finances by regularly reviewing your options. Starting out? Not sure how to start or what is right for you? Terry Collins Associates can give you ‘easy to understand’ expert professional advice. Do you have any plans in place? Terry Collins Associates can provide a tailored solution to enhance whatever plans you may already have in place. For a ‘No obligation review service’ please call or email us (details below) to see if we can help you plan for your future. About us Terry Collins Associates provide straightforward advice and guidance, helping families and businesses plan for the future, protecting them through times of austerity and ensuring prudence in times of prosperity. The financial planning services and advice we provide has served our clients well over many years and in some cases over several generations. The relationship we have with our clients is built on trust and sound advice. We are here for the long haul to offer guidance and support through the many changes our clients face during their lives. If this is the first time you’ve heard of Terry Collins Associates it’s probably because we gain the majority our business through referrals or word of mouth. Services we offer • Protection for families and businesses • Pensions for you or your workforce • Investments and Savings • Inheritance Tax planning • Mortgages • General Insurance for Buildings and Contents, Accident, Sickness and Unemployment, Commercial and Landlord policies. Contact us to see if one of our specialist advisers can help you decide today what happens tomorrow... t: 01603 767152 e: info@terry-collins.co.uk w: www.terry-collins.co.uk 37 St Andrews Street Norwich NR2 4TP Terry Collins Associates is a trading name of Terry Alan Collins who is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority.
Investments Pensions Life Insurance Mortgages Inheritance Tax Planning Terry Collins Associates Financial Services Norwich Norfolk
Terry Collins Associates are listed in; Norfolk Business Directory : Norwich Business Directory : Financial Services Directory : Financial Services in Norwich : Financial Services in Norfolk