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  For their convenience we normally meet with clients at their home or workplace.   

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.

OUR PHILOSOPHY - is to build long term relationships, based on mutual openness and trust.

OUR AIM - is to ensure that we offer a high quality, professional service to clients of all ages and their families

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.  As your aspirations evolve in your life, so should your financial plans, and we will be on hand to review these with you on a regular basis, should you choose.

Colin J Locke & Company is the trading name of Quinn and Amanda McCarthy who are an appointed representatives of Openwork Ltd, which is authorised and regulated by the Financial Conduct Authority.

The information on this website is subject to the UK regulatory regime & is therefore targeted at consumers based in the UK.      

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Visit:​   664 Muller Road,  Bristol  BS5 6XB

Tel:  0117 951 7700


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