About
Collingbourne
Wealth management and financial planning experts in Winchester
We strive to 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.
Collingbourne’s Principles
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).
Transparency
All our income is paid by our clients alone and we take no kickbacks from any service or product providers we may deal with. Fees have always been explicitly agreed before we do any work and disclosed on an ongoing basis.
Collingbourne’s Qualifications and Accreditations
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.
“Martin became our financial adviser as my husband Tony prepared to retire from his directorship at Marsh. Since we lost Tony in 2014, Martin’s advice and support has been exceptional. I have no hesitation in recommending him and his team at Collingbourne”
Olive Bolton
“I first met Martin when seeking advice on how best to manage our finances from the latter stages of self-employment to a retirement of plausible “comfort and security”. My wife and I will be forever grateful for the unstinting help and wise counsel Martin has provided for the past twenty years. On all things financial, he remains our first port of call.”
Ted Aves
“After selling our business we reinvested the proceeds of our lifetime’s work with Collingbourne, who also took to looking after our pension funds. Their expert personal attention has successfully guided us and our family for well over two decades and Martin has always been available when needed. We cannot speak too highly of him and his personnel.”
Gerald and June Pulman
Meet the team
Martin Strutt
Martin Strutt
Martin has twenty years of experience in helping successful business owners and their families to protect and enjoy financial freedom. Before co-founding Collingbourne in 2005 he worked for leading financial services companies in sales and training roles and as Managing Director of financial services in the City of London for a top 50 accountancy practice. He is a Chartered Financial Planner, a Certified Financial Planner (CFPTM), a Chartered Wealth Manager and holds the CFA Society’s Investment Management Certificate. Outside work his main interests are sailing, painting and drawing.
Kim Lydon
Kim Lydon
Kim co-founded Collingbourne in 2005 and was responsible for running the office, administration and accounts. She now works for Collingbourne part time, but remains a shareholding director as well as managing our accounts and the preparation of our FCA regulatory returns. For a number of years she served as Director of Staffing on the board of an academy and is still involved with the academy’s principal school as a Trustee. Her personal interests include spending time with her family, bridge, reading, knitting and cooking.
David Hanby
David Hanby
David joined Collingbourne in 2010 and is responsible for our personal financial planning strategies. He is also responsible for our investment research and feeds into the Evidence Based Investment Solutions (EBIS) investment committee. He is a Chartered Financial Planner, Certified Financial Planner (CFPTM), holds the CFA Society’s Investment Management Certificate and has a First-Class Degree in Economics from Newcastle University. At home he has a young family and enjoys playing football, hiking and skiing when he gets the chance.
Kirsty Dewey
Kirsty Dewey
Kirsty joined Collingbourne in 2018 and is our Office Manager. She began her career in financial services in 1999 and has worked for several blue chip organisations. Her role is to ensure the smooth running of Collingbourne behind the scenes. We recruited Kirsty to complement our existing strengths and she demonstrates a talent for coordinating our diverse back-office functions and following through to completion. Outside the office Kirsty enjoys a busy family life.
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