About
Collingbourne Wealth Management | Financial Planning Experts is a specialist wealth management and financial planning firm based in Winchester, Hampshire. Our team of advisers provide tailored financial planning and investment management for affluent families and SME owners, working selectively to build enduring relationships and deliver evidence-based, ethical advice with professional excellence.
Reviews
Andy Phelps
2 years ago
Collingbourne have been managing my finances for coming up to a year now. I initially came to them with a lopsided portfolio of US tech stocks amassed while I was working in California. Collingbourne formulated a strategy for repatriating the shares, and for converting them into a balanced portfolio that generates an income from dividends and share growth. In fact, they were so successful that I have since chosen to retire. They are friendly, refreshingly candid with their advice, and everything that they have implemented on my behalf has made perfect sense. And they’re a really nice bunch of people to work with.
q brooo
a year ago
We were looking for someone to provide a broader service than just managing pension funds, and found it in Collingbourne. So whilst we're confident in their management of our pension, they're also helping us look at our whole situation and plan for the future, which is very reassuring, and all within the agreed AMC on the pension, so no fee surprises. Would recommend!
Olwyn Davison-Oakley
6 years ago
Addresses
- 45 Southgate Street, Winchester Get directions
Phone numbers
Email addresses
No email addresses available.
Links
Services
- Estate Planning
