Colin J Locke & Company
Bristol, Avon
Bristol, Avon
At Colin J Locke & Company we provide face to face financial planning to both individual and corporate clients. Our advice is always personally tailored to reflect individual needs and objectives.
Colin J Locke & Company was established in April 1992 and is part of Openwork, one of the UK's largest multi-tied financial advice network.
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What do you love most about your job?
We have a sincere and genuine passion for helping our clients whether it is Retirement or Investment planning or how we can help protect your family in times of illness or unemployment. We can only grow our business by ensuring the service we provide you is exemplary! You won't refer us to your close friends and family if you don't feel we have supported you.
YOUR INITIAL REVIEW IS AT OUR EXPENSE WITH NO OBLIGATION
What inspired you to start your own business?
I like the idea of being in control of my own destiny and the ability to mould my business how I see fit. I am able to be more agile with changing regulation and implementing new ideas and strategies. I also have a real passion to help people achieve their life and financial goals.
YOUR INITIAL REVIEW IS AT OUR EXPENSE WITH NO OBLIGATION
Why should our clients choose you?
I genuinely believe you will get something different by working with Colin J Locke & Company. Because we are only a small firm we put our clients first at every step of the process and if something is not right for you we will tell you. We will really get to know you and your family by offering an holistic approach to your planning needs with a long term relationship strategy. We want you and your family to be clients for life and for that reason I believe we offer a service that is advice based rather than focussed simply on transactions and products. We will be updating our website in 2018 to make it a little more customer friendly, however please give us a call and I hope we can highlight how we differentiate ourselves.
YOUR INITIAL REVIEW IS AT OUR EXPENSE WITH NO OBLIGATION
Wealth Planning
Pensions
Protection
