Collingbourne Wealth Management Ltd

Independent Financial Adviser 45 Southgate Street, Winchester, Hampshire, SO23 9EH
First meeting at adviser's own cost
Response rating
10/10
FCA verified
17th June 2019
Chartered Financial Planners for wealthy families and business owners in Hampshire.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
Meet our advisers
Martin Strutt CFP, MCSI, APFS
Chartered Financial Planner, Chartered Wealth Manager
Accreditations
Chartered Financial Planner Certified Financial Planner
David Hanby CFP, MCSI, APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

45 Southgate Street, Winchester, Hampshire, SO23 9EH

Make an enquiry
About us

We are expert wealth managers founded in 2006 to deliver state-of-the-art best advice to nice people who are self-made, family-orientated investment phobics!

If you want to achieve or maintain financial independence, so that you can enjoy your chosen lifestyle without fear of ever running out of money, phone us now to arrange a relaxed conversation over tea or coffee in our Winchester office.

Our services

We’ll give you a new perspective, transforming your relationship with your wealth and putting you in control. You will have a confident, clear future, with complete financial peace of mind.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Collingbourne Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority, FRN 442050.

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