Collingbourne Wealth Management Ltd

Independent Financial Adviser 45 Southgate Street, Winchester, Hampshire, SO23 9EH
FCA verified
3rd December 2018
We specialise in helping business owners to optimise and preserve their assets, through comprehensive exit planning and strategic wealth management.
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
adviser-person
Martin Strutt Chartered Financial Planner, IMC, CFP
Director and Chartered Financial Planner
Where to find us

45 Southgate Street, Winchester, Hampshire, SO23 9EH

About us

Our leadership team bring together a broad range of skills and experience from the professional financial services sector, industry and commerce.

Our services

At Collingbourne we help owner managers prepare for “life after business” and fulfil their long term goals and objectives. We specialise in integrating personal financial planning and business exit planning to help align your business and personal goals.

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 authorised and regulated by the Financial Conduct Authority.

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