Welcome to Terry Collins Associates Ltd
Terry Collins trained as a financial adviser with Allied Dunbar in 1988 & established the practice Terry Collins Associates (TCA) a few years later. Terry & his team have serviced a considerable number of clients' over the years & to this day still have valued relationships with many of over 20 years standing, a fact which we believe is testament to the personal service which we endeavour to provide. We have clients' all over the country but the majority live in Norfolk, Suffolk & Essex.
We can advise on pensions, investment & inheritance tax planning along with all types of life & general insurance. We strongly believe in providing a personal, bespoke service which is tailored to meet the needs of our clients' providing advice that helps plan for both today & the future. No call centres – No automated phone lines. You will meet with Terry personally & your case will then be managed by Terry & a small dedicated team who are available to help with any further enquiries.
► Our service is built around comprehensive financial planning & sound investment principles. By exploring your goals & objectives we can tailor a financial strategy specific to your needs.
► Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations & the investment of your money are carefully aligned.
► Having completed a detailed review of your current position & arrangements, we will provide you with specific recommendations & explain the benefits & risks associated with the approach we have suggested.
► If you are happy with our recommendations we will help you complete the relevant paperwork & put your financial plans in place.
► As your aspirations evolve in life, so should your financial plans & we will be on hand to review these with you on a regular basis, should you choose.