Our 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.  

Our Qualifications & 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.