Verified recordFinancial Services

Bernadette Collins

Practice Manager at Klc Financial Limited

Based in Worcestershire, United Kingdom

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Seniority

Manager

Department

Operations

Location

Worcestershire

Industry

Financial Services

Company size

4

Contact information

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Email

1 credit

b•••••••@klcfinancial.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Bernadette Collins

Whilst responsible for the day to day running of the business, I also introduce new clients in order to help them plan for their very best future, whilst ensuring our existing clients are up to speed with financial news and opportunities. Over more than 35 years, I’ve worked for some of the largest and most successful financial services businesses - allowing me to gain a breadth of experience and knowledge. For many years, I supported Financial Planners to diversify their businesses into new markets and increase profitability by upskilling and identifying new opportunities. It’s my job to demonstrate why quality financial planning advice can make such a huge difference. I know the potential for future transformation is real so I enjoy ensuring our clients have access to all the opportunities which arise in our evolving markets and economy. I believe that individuals, their families and businesses deserve quality financial planning advice, from competent and highly qualified financial planners and I see it as my mission to provide them with this opportunity. I’m really proud of being part of the team at KLC Financial Limited because our clients’ best interests are at the heart of the business and we endeavour to ensure they feel always informed, cared for and supported. KLC Financial Ltd 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 29/09/2022

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