Wealth management and financial planning experts in Winchester
Welcome to Collingbourne Wealth Management
We are wealth management and financial planning experts for high net-worth families and SME business owners in Hampshire.
Our purpose is to enable our clients to make the best possible use of their resources, so they can live their best possible lives on their terms.
We recognise we’re not right for everyone. We are very selective over who we work with and have a relatively small number of high-net-worth clients. We only work with clients where we believe we can add significant value, who we like and with whom we can build long-term relationships.
Our Accreditations
CISI Accredited Firm
Across the UK only about sixty firms have been assessed and awarded Accredited status by the Chartered Institute of Securities and Investments.
Accredited Financial Planning Firms must demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals.
Chartered Financial Planning Firm
The Chartered Insurance Institute has awarded us Chartered Firm Status.
This is awarded to financial advice firms who make a public commitment to aligned ethics and values, provide knowledgeable advice backed up by qualifications and continued professional development. It is another formal recognition of our ongoing commitment to the highest ethical and professional standards.
Founder member of EBIS
In 2008 we co- founded a study group of independent financial advisers which we named EBIS (Evidence Based Investment Solutions).
We meet three times a year to share financial planning best practices and the latest investment research, supported by external independent consultants. New members must show they put clients’ interests first and commit to adopting the group’s evidence-based investment philosophy.
Book a consultation
with Martin Strutt.
Talk to our Financial Planners about how to improve and plan for your financial future. Our Financial Planners:
- Put the client first – in our office when we discuss a particular issue for a client the most clarifying question we ask is “if we were the client what would we do in this situation?”
- Fierce independence – our only criteria for working with service providers and other professionals is that they deliver great solutions for our clients at a competitive price (even when at some inconvenience to ourselves)
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Have a question about financial planning?
Use this form to send us a message or use the button to book a free Zoom meeting.
