Four Steps to Success
Collinson Wealth Partners was established to provide specialist, independent investment advice. John Collinson founded Collinson & Co in 1994 recognising that the existing options in the forex market for clients were simply not providing the service levels and transparency that people and business owners were demanding. A service that was tailored to the individual rather than the institution seemed frustratingly difficult to find.
Over time it also became increasingly apparent to John that the same issues existed around wealth management, and so he established Collinson Wealth Partners on the cornerstone that every investor should have access to genuinely independent, informed advice.
PARTNERSHIP
We work with you as a person, rather than just another investor. We take the time to get to know you as an individual and to understand your background, your experience, your preferences and most importantly your goals, then we work with you to guide you towards achieving these objectives.
INVESTMENT CHOICE
We are independent. We can offer you a broad and varied choice of investments, which we believe can better suit your needs as an individual. We know that no two people are ever the same. We are all different – and your investments should reflect this.
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PRUDENCE
When allied with planning, patience and common sense, prudence develops the courage to be cautious. Our priority is firstly to preserve and then to grow your capital.
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OUR INVESTMENT PHILOSOPHY
The link below has far more information about how we provide a clear and sound set of principles to our clients. These principles cast some light on what we believe is important, and also what motivates us when we are working for you.