We can advise you on
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Meet our advisers
Martin Strutt CFP, MCSI, APFS
Chartered Financial Planner, Chartered Wealth Manager
Qualifications & Accreditations
Hide qualifications
Chartered Wealth Manager
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
Chartered Financial Planner (CII)
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.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
CFP - Certified Financial Planner Licence (IFP)
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.
IMC - Investment Management Certificate (CFA)
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Member of the Chartered Institute For Securities and Investments
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
David Hanby CFP, MCSI, APFS
Chartered Financial Planner
Qualifications & Accreditations
Hide qualifications
Chartered Financial Planner (CII)
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.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
CFP - Certified Financial Planner Licence (IFP)
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.
IMC - Investment Management Certificate (CFA)
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Member of the Chartered Institute For Securities and Investments
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
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.
Compliance
Collingbourne Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority, FRN 442050.
