We are wealth management and financial planning experts.
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.
Meet the team
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 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 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 but still finds time to play regularly in a five-a-side football league.
Roger began working with us in 2014 having had strategic roles in both blue-chip multinational companies (including Tate & Lyle and UPS) and the SME sector with experience in mergers and acquisitions, corporate planning, finance and operations. He founded a VCT backed business that bought, built and sold a medium sized company for a very large return on investment. Roger has degrees from University of Warwick and Cranfield University together with diplomas in Accounting and Finance and Financial Planning. He enjoys travelling the world and sailing fast catamarans in the Solent.
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 with her husband, three young children and pet beagle.