Welcome to Collingbourne Wealth Management
We transform your relationship with wealth by putting you in control. You will have confidence and clarity in your financial matters, giving you financial peace of mind and ultimately enabling you to create the lifestyle of your choice.
Our Financial Planners are both Certified Financial Planners (CFPTM) and Chartered Financial Planners. Collingbourne has also achieved Corporate Chartered status with the Chartered Insurance Institute(CII).
Why work with us?
When it comes to investments, 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, however you need to start with planning the journey you want to take (your Lifestyle Plan) and deciding what vehicle you will use (your Financial Plan), before you begin building the engine.
To safeguard and grow your wealth, we make investments based on evidence, not guess work.
Unprecedented experience guaranteed
Not all wealth managers are made equally. Our deep experience and our comprehensive Certifications have helped us build a legacy of long-standing, satisfied clients.