Business Details
21 Years
experience
Expert Financial Advisers in Winchester
Collingbourne Wealth Management is a distinguished firm of financial planning and wealth management experts serving high-net-worth families and SME business owners in Hampshire. Established in 2005, we prioritise client-centric principles, including putting clients first in every decision, maintaining fierce independence in selecting service providers, and ensuring complete transparency in all financial dealings. Our team comprises Chartered Financial Planners, Certified Financial Planners (CFP), and Chartered Wealth Managers, supported by rigorous professional qualifications and industry accreditations. We specialise in transforming clients' relationships with their wealth through comprehensive financial planning, evidence-based investment strategies, and tailored estate and legacy solutions.Our commitment to excellence is demonstrated through our Corporate Chartered status with the Chartered Insurance Institute and Accredited Financial Planning Firm status with the Chartered Institute for Securities & Investment. As founding members of Evidence Based Investment Solutions (EBIS), we combine academic theory with market data to deliver disciplined, diversified investment approaches. Client testimonials highlight our exceptional service, long-term relationships, and ability to provide financial clarity and security. We operate with a selective client base to ensure personalised attention and maintain the highest ethical standards in all our practices.
Services
Financial Planning
Investment Management
Estate and Legacy Planning
Retirement Planning
Wealth Management
Details
- Year established: 2005
Highlights and features
- We maintain fierce independence in selecting service providers based solely on client benefit
- Our team includes Chartered Financial Planners and Certified Financial Planners (CFP)
- We operate with complete transparency regarding all fees and income sources
- We are one of only 60 CISI Accredited Financial Planning Firms in the UK
- Our evidence-based investment approach combines academic theory with market data
Associations and certifications
- Chartered Institute of Securities and Investments (CISI)
- Chartered Insurance Institute (CII)
- Evidence Based Investment Solutions (EBIS)
What people say
Exceptional advice
Expertise
Trusted
Successful experience
Long-term support
Services
Financial Planning
Our financial planning service helps clients create comprehensive strategies for their financial future. We focus on retirement planning, risk management, and tax-efficient solutions tailored to individual needs. By integrating lifestyle goals with financial objectives, we help clients achieve financial independence and security. Our approach combines detailed analysis with practical implementation to ensure long-term success.
Investment Management
We offer evidence-based investment management grounded in academic research and market data. Our strategies focus on risk budgeting, efficient asset allocation, and cost control to maximise returns. We maintain disciplined investment processes while ensuring diversification across multiple asset classes. Our approach helps clients build and preserve wealth through systematic, transparent portfolio management.
Estate and Legacy Planning
Our estate planning service focuses on transferring wealth effectively to future generations. We help clients structure their assets to minimise inheritance tax while maintaining control over distribution. Through trusts, wills, and power of attorney arrangements, we ensure clients' wishes are fulfilled while protecting family wealth. We work closely with legal professionals to implement appropriate structures.
Retirement Planning
We specialise in comprehensive retirement planning that considers lifestyle goals and financial requirements. Our service includes pension funding strategies, income planning, and sustainability assessments. We help clients determine their financial independence needs and develop withdrawal strategies. Our approach ensures clients can maintain their desired lifestyle throughout retirement with confidence.
Wealth Management
Our wealth management service integrates financial planning with investment management to create comprehensive solutions. We address business profit extraction, tax efficiency, and contingency planning for high-net-worth clients. By considering all aspects of a client's financial situation, we develop coordinated strategies that align with long-term objectives and personal values.
People
Martin Strutt
Founder & Chartered Financial Planner
Martin has 20 years' experience helping business owners and families achieve financial freedom. He is a Chartered Financial Planner, Certified Financial Planner (CFP), and Chartered Wealth Manager with expertise in investment management.
David Hanby
Chartered Financial Planner
David specialises in financial planning strategies and investment research. He holds the CFA Society's Investment Management Certificate and has a First-Class Economics degree from Newcastle University.
Kim Lydon
Co-Founder & Director
Kim co-founded Collingbourne in 2005 and manages financial operations. She has extensive experience in financial services and previously served on the board of an academy trust.
Kirsty Dewey
Office Manager
Kirsty oversees office operations with experience from blue-chip organisations. She ensures smooth administrative support for the team while managing client documentation and regulatory compliance.
Questions
What services do you offer for business owners?
We specialise in pension funding strategies, business profit extraction, and tax-efficient remuneration planning for SME owners. Our services help optimise business-related financial decisions.
How do you approach investment management?
We use evidence-based strategies grounded in academic research and market data, focusing on risk budgeting, efficient asset allocation, and cost control to maximise returns.
What makes you different from other financial advisers?
We combine Chartered status with Certified Financial Planner qualifications, maintain fierce independence in provider selection, and operate with complete fee transparency.
Do you work with clients outside Hampshire?
While based in Winchester, we work with clients across the UK who share our values and where we can add significant value through our services.
How do you handle estate planning?
We focus on structuring assets to minimise inheritance tax while maintaining control. We work with legal professionals to implement appropriate trusts and wills.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Certified Financial Planners (CFP™), and Chartered Wealth Managers with additional specialist investment qualifications.
Reviews (1)
Princess Oluwabunmi Ifetomi
May 22, 2021
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