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Client Reviews

Happy Customers

We pride ourselves on providing personable, friendly service to clients. We aim to look after our clients throughout their financial journey with us. Please don’t just take our word for it, some of our longstanding customers have had their say below.

Oz helped me purchase my first home through the council Right To Buy scheme. I had no idea about mortgages, and Oz explained things in easy-to-understand terms and made the whole process very easy.

James

Cambridge

I had some historic credit issues, and Oz navigated around all of them to find me a mortgage that I was very happy with, at a competitive interest rate.

Claire

Cambridge

It is a pleasure to write a recommendation for Terry. I have known Terry for over 20 years as a friend and subsequently as a client of Terry at Terry Collins Associates Ltd. Terry is a trusted and honest individual who goes out of his way to embrace any situation and going the extra mile providing advice and guidance that is clear and understandable enabling me to make the right decisions.

Terry’s depth and breadth of knowledge of Financial Services together with his focused understanding of investments is vast. Terry, quickly to understands the full scope of requirements and ensures these are delivered to best practice identifying any risks together with a mitigation policy options. Terry always delivers best practice policies, being professional with emphasis on customer care.

Terry’s career to date is an asset and proven beyond any doubt.

Nigel

South Norfolk

A warm and trustworthy approach to providing financial services, with your security always a priority. Alan is easily contactable and gives sound advice.

Bob

South Norfolk

Terry has helped my whole family with pensions, inheritance tax planning, and mortgages. He gives pragmatic advice that is easy to understand. He takes time to get to know his clients and is responsible for me achieving my retirement goals. Almost part of the family!

Mark

North Norfolk

We have complete confidence in Terry Collins Associates’ financial planning advisor, Alan Butterworth. For quite some years now, Alan has provided us with well-informed, lucid, and practical guidance that meets our needs for both short- and long-term financial planning.

Kathy & Tony

Norwich

Terry provides excellent service, good communication, and regular meetings to review whether my needs still meet my expectations. Financial portfolio management at a very high level.

Michael

Essex

Great, friendly, professional service from Terry, with constructive discussions about choosing and managing personal investments with excellent returns. Quick responses to requests, I would highly recommend their service.

Laura

South Norfolk

I have been advised by Alan for many years. He provides a good service, is someone you can trust, is easy to follow, and always gets back to me.

David

North Norfolk

Having first spoken to our bank, we were very downhearted and thought we would not be able to purchase our dream home. Following a meeting with Oz, he immediately understood our complex income situation and quickly found a lender who was happy to assist. We are very grateful and regularly recommend him to our friends.

Craig & Jemma

Shrewsbury

I have been dealing with Alan Butterworth for over 15 years and would highly recommend him as a financial advisor. He always keeps me informed of my investments, is available to answer any questions, and returns my calls promptly. Great service, great advice, and a pleasure to do business with.

Hilary

Cambridge

It took me years to find a financial advisor I felt comfortable with, but when I met Terry, I knew he was right for me. Confident, no fuss, knowledgeable, clear, and not complicated. He made me feel at ease and is someone I can trust. Best decision ever.

Louise

Norwich

Alan provides a good service, and I trust him with my finances so I can enjoy my life in retirement.

Richard

West Norfolk

I have a property portfolio, and Oz is always proactive in dealing with any purchases or remortgages. He has become a trusted friend, and I happily recommend him to others.

Trevor

Cambridge

"An investment in knowledge pays the best interest"

Book A Review

How does our financial planning work?

Our Services

  1. We initially meet (face to face or remotely). We find out about your financial situation now and plans for the future.
  2. We put a plan together that will be easy to follow with no complicated financial jargon
  3. We meet again to present our plan based on what you have told us.  We agree next steps.
  • Stacks of coins in soil with small green plants growing from them, surrounded by scattered coins and seedlings in a blurred garden background.

    Saving And Investing

    Allocating money into assets to grow wealth over time.

  • Two people are sitting at a table in a meeting room. A laptop showing a website is open in front of them. One person is smiling, and the other is turned away from the camera.

    Retirement Planning

    Retirement is the time to enjoy what you’ve been working toward for so long.

  • A man in a suit and a woman in a striped shirt discuss papers at a table with a laptop showing a website. A window in the background reveals tree branches.

    Estate Planning

    Estate planning isn’t just for the wealthy; its essential for everyone.

  • Two people sit at a round table with a laptop displaying a website and a brochure with a landscape image.

    Protection

    Put a plan to plan in place to protect you and your loved ones should the worse happen.

  • Mortgages

    Think of a mortgage as a loan to buy your dream home, paid back over time with a little extra for the banks trouble.