Collins Wealth Management
Collins Wealth Management is a family run wealth management company looking to help private clients and business leaders understand and achieve their future financial goals. We look to build long-term relationships with clients and advise holistically on the full spectrum of a client’s advice concerns, including: • Investments and Savings • Retirement Planning • Protecting your assets • Inheritance Tax planning The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested. Collins Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Collins Wealth Management is a trading name of CWM Wealth Management Limited. SJP Approved 02/12/2024
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Top roles at Collins Wealth Management
6 distinct titles indexed · top 6 shown.
- 1chartered financial planner
- 1client service coordinator
- 1executive assistant & practice coordinator
- 1junior paraplanner
- 1managing director
- 1vice president, wealth management
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