Collingbourne Wealth Management Ltd

Independent Financial Adviser  45 Southgate Street, Winchester, Hampshire, SO23 9EH
First meeting at adviser's own cost
Wealth Management and Financial Planning experts for high net-worth families and SME business owners in Hampshire.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
David Hanby CFP, MCSI, APFS
Chartered Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Certified Financial Planner Chartered Financial Planner
Martin Strutt CFP, MCSI, APFS
Chartered Financial Planner, Chartered Wealth Manager

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Certified Financial Planner Chartered Financial Planner
About us

Our purpose is to enable our clients to make the best possible use of their resources (both human and financial), so they can live their best possible lives. We can:

- Help you see new possibilities
- Transform your perspectives, when seeing your future
- Connect you with your wealth, putting you in control
- Provide clarity and confidence with your wealth
- Give long-term support which creates financial peace of mind

Our planners are amongst the most qualified in the country, providing the highest possible level of expertise and service. Collingbourne has also achieved Corporate Chartered status with the CII and Accredited Financial Planning FirmTM status with the CISI, demonstrating the highest possible professional standards.

We always strive to find the best possible ways of working and the best solutions to help our clients get the most out of life. We have been amongst the first firms in the country to;

- Implement systematic, Evidence-Based Investing
- Put advanced Financial Planning strategies at the core of our business
- Operate on a completely transparent, fee-only basis
- Disclose investment returns in a completely transparent manner; year by year, in £ and %, net of all costs

Our services

We transform the relationships that business owners and high net-worth families in Hampshire have with their wealth, putting them in control so they can live the most fulfilling lives that their present and future resources will allow.

- Financial Planning
- Investment Management
- Estate & Legacy Planning
- SME Business Services

Where to find us

45 Southgate Street, Winchester, Hampshire, SO23 9EH

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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