Trusted Estate Planning Advisors
Collingbourne Wealth Management are Chartered financial advisers who help individuals, families, and business owners build clear, practical plans for retirement, investments, and inheritance, with a free, no-obligation first consultation.
Estate Planning
You’ve spent a lifetime building your wealth. The question now is whether it will pass on the way you actually want it to. Estate planning isn’t just for later in life, it’s about putting a clear, considered structure in place today, so your family isn’t left navigating uncertainty tomorrow.
The Challenge
Without a proper plan, estates can be eroded by inheritance tax, tied up in delays, or divided in ways that don’t reflect your wishes. Many people put this off simply because it feels complicated or uncomfortable to think about, but the cost of inaction is usually far greater than the cost of planning.
Our Approach
Our Chartered financial advisers take time to understand your family, your assets, and what matters most to you, before recommending a strategy. That might include trusts, gifting arrangements, or restructuring how assets are held, always explained in plain English, never in jargon.
What’s Covered
We help with inheritance tax mitigation, trust planning, business and agricultural relief where applicable, and coordinating your estate plan with your Will and wider financial plan, so nothing is left as a loose end.
Our Credentials
As a CISI-accredited, Chartered Financial Planning firm based in Winchester, we’ve guided local families through estate and legacy planning for over twenty years. We work alongside your solicitor and accountant where needed, so your plan is joined up, not siloed.
Get in Touch
A short conversation now can save your family significant time, cost, and stress later. Book your free, no-obligation consultation with a Collingbourne adviser and take the first step towards protecting what you’ve built.
Reviews
“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.
Tom Saunders
Tom Saunders
Tom previously worked in technology consultancy. He holds a Master’s degree in Electronic Engineering with Distinction and is studying towards the Diploma in Regulated Financial Planning. Meanwhile Tom is assisting with the administration and supporting Martin and David in delivering our financial planning service. Outside work, Tom enjoys walking with his wife and their Labrador, as well as playing rugby, golf and tennis.
Our Accreditations
CISI Accredited
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
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.
EBIS Member
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.
Contact us today
Book a free no-obligation consultation with our financial advisors, and get clarity on your next step, whether that’s retirement, investments, or planning your estate.
Phone:
01962 360000
Email:
enquiry@collingbourne.com
Address:
45 Southgate Street, Winchester, SO23 9EH