Collective Financial Planning Ltd comprises of an expanding team of experienced Financial Advisers with offices in Milton Keynes and London, who provide both face to face and virtual financial planning for both individual and corporate clients. We are conscious that even for the most experienced investor financial planning can prove daunting and complex.
Our aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standard. We will always treat our clients fairly and endeavor to communicate in a way that is clear and not misleading.
Our aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standard. We will always treat our clients fairly and endeavor to communicate in a way that is clear and not misleading.
Services
It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.
A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. The fundamental idea of a personal pension plan is simple.
Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment. This type of cover can pay out a (tax-free) lump sum on the diagnosis of certain life-threatening or debilitating illnesses, or if you have to undergo certain types of surgery.
As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services. Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.
Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?.Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?.
Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?.Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?.
Reviews (1)
Niru Modhavdia
Aug 10, 2020
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I have never used a financial advisor before, so it was a bit daunting when I was looking to speak to someone about my pensions and savings. I spoke to and saw a few advisors, but I have to say the lady I saw at Collective was so helpful and really put my mind at ease. I didn't feel pressured to do anything which I found with a few others I saw. Anyone looking for a professional advisor, I would highly recommend Collective Financial Planning.
