*At Collingbourne Wealth Management, we empower successful individuals and growing businesses in Hampshire to achieve clarity, control, and consistent growth through tailored financial planning and wealth management.*
Who we are
A team of experienced wealth management and financial planning experts. We hold the highest qualifications and accreditations, enabling us to deliver exceptional guidance and personalized solutions. Our clients benefit from the undivided attention and expertise of dedicated professionals who are committed to understanding their unique goals and aspirations.
What we do
We offer a comprehensive suite of services that cater to the diverse needs of our clients.
Financial Planning
- Defining clear financial goals and objectives
- Developing a tailored plan to achieve financial independence and security
- Managing investments and risk
- Implementing tax optimization strategies
- Succession and estate planning
Investment Management
- Building diversified portfolios aligned with individual risk tolerance and goals
- Implementing transparent and evidence-based investment strategies
- Regular performance tracking and reporting
Estate & Legacy Planning
- Creating comprehensive estate plans to ensure the smooth transfer of wealth to loved ones
- Developing succession plans for businesses
- Addressing potential tax liabilities through trusts and other legal instruments
SME Business Services
- Dedicated advice for business owners on profit extraction, compensation planning, and financial management
- Retirement planning tailored to business owners and key personnel
- Succession planning to ensure the continuity of the business
Retirement Planning
- Comprehensive assessments of retirement plans and goals
- Strategies to maximize contributions and optimize returns
- Retirement income planning for a secure future
Why choose Collingbourne Wealth Management?
- Client-focused approach: We prioritize understanding your needs and aspirations to create a personalized plan that aligns with your unique goals.
- Comprehensive expertise: Our experienced team offers a broad range of services to address all aspects of your financial life.
- Transparency and accountability: We openly share investment performance and fees, ensuring complete transparency and trust.
- Client-centric philosophy: We believe in building long-term relationships with our clients, offering ongoing support and guidance throughout your financial journey.
Investment Management Experience
The reviewer has been working with Collingbourne for almost a year, during which time they have received personalized investment management services. The reviewer initially had a lopsided portfolio of US tech stocks, which Collingbourne helped to repatriate and convert into a balanced portfolio. This new portfolio generates income through dividends and share growth.
Key Benefits
The reviewer highlights several benefits of working with Collingbourne, including:
Friendly and Candid Advice
Collingbourne's advice is described as friendly and refreshingly candid, making it easy for the reviewer to understand and make informed decisions.
Successful Outcomes
The reviewer's experience has been so successful that they have chosen to retire, indicating a high level of satisfaction with the services provided.
Personable Service
The reviewer praises Collingbourne's staff, describing them as a "really nice bunch of people to work with".
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