Collingbourne Wealth Management | Financial Planning Experts - Winchester

Collingbourne Wealth Management | Financial Planning Experts

Located at 45 Southgate St, Winchester SO23 9EH, United Kingdom, Collingbourne Wealth Management is a reputable financial planning firm that provides expert advice and guidance to help clients secure their financial future. With years of experience and a dedicated team of professionals, they specialize in offering tailored financial planning solutions to meet the unique needs of each individual or business.

SPECIALTIES
At Collingbourne Wealth Management, the team specializes in two main areas:

• Financial planner
• Financial consultant

OTHER POINTS OF INTEREST
In addition to their specialized services, Collingbourne Wealth Management also offers several convenient amenities for their clients:

• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

OPINIONS
Collingbourne Wealth Management has received positive feedback from their clients. With a 5/5 average rating based on 3 reviews on Google My Business, the company has demonstrated its commitment to delivering exceptional service and results for its clients. One satisfied client noted that the firm provided a broader service than just managing pension funds, helping them plan for their entire financial future while staying within their agreed AMC on the pension. This client highly recommends Collingbourne Wealth Management to others seeking comprehensive financial planning services.

CONTACT INFORMATION
For those interested in learning more about Collingbourne Wealth Management or scheduling an appointment, the company can be reached by phone at 1962600250 or by visiting their website at collingbourne.com.

👍 Reviews of Collingbourne Wealth Management | Financial Planning Experts

q B.

5/5

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!

Andy P.

5/5

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.

Olwyn D.

5/5