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