Welcome to Terry Collins Associates Ltd
Terry Collins trained as a financial adviser with Allied Dunbar in 1988 and established the practice Terry Collins Associates (TCA) a few years later. Terry and his team have serviced a considerable number of clients' over the years and 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 and Essex.
We can advise on pensions, investment and inheritance tax planning along with all types of life insurance, both personal and business. 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 and the future. No call centres – No automated phone lines. We will meet with you personally and your case will then be managed by your adviser and a small dedicated team who are available to help with any further enquiries.
► Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and 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 and the investment of your money are carefully aligned.
► Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.
► If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plans in place.
► As your objectives evolve in life, so should your financial plans and we will be on hand to review these with you on a regular basis, should you choose.