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 (both human and financial), so they can live their best possible lives. Or put simply, to help you Live More. 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
Why work with us?
Our Financial Planners are amongst the most qualified in the country, providing the highest possible level of expertise and service. Our planners are both Certified Financial Planners (CFPTM) and Chartered Financial Planners.
In addition to this, Collingbourne has also achieved Corporate Chartered status with the Chartered Insurance Institute (CII) and Accredited Financial Planning FirmTM status with the Chartered Institute for Securities & Investment (CISI), demonstrating the highest possible professional standards.
We have always strived to find the best possible ways of working and the best possible solutions to help our clients get the most out of life. We have been amongst the first Wealth Management 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
The best outcomes are unlikely to happen by chance. Planning for the future helps deliver better outcomes, allowing you to Live More.
A good financial plan starts with you, with your own life plan. This is about what you do and why you do it, what you want your lifestyle to look like now, and where you want to go in the future.
When it comes to investments, as with everything, we start with “Why?”.
Any investment you make should start with the end in mind and be integrated with your wider planning.
Your investment plan is the ‘engine’ which will drive your financial life. . .
Estate and Legacy Planning
Estate and legacy planning is not just about saving inheritance tax, important though that is to many people.
It is basically about getting the right money into the right hands at the right time.
SME Business Services
Most of our clients are current or retired business owners, so we have specialist expertise and practical experience for people like them.
Not just as financial planners and wealth managers, but as fellow business owners and strategic consultants. We also work closely with external experts in company law, accountancy, business sales.