Collingbourne Wealth Management | Financial Planning Experts - Winchester

Collingbourne Wealth Management, located at Address: 45 Southgate St, Winchester SO23 9EH, United Kingdom. is a renowned firm of financial planning experts. With a phone number: 1962600250. and a user-friendly website: collingbourne.com, they offer specialized services in financial planning and consulting.

This company is well-known for its commitment to providing personalized financial solutions tailored to the unique needs of each client. Their team of experienced financial planners and consultants work closely with clients to help them achieve their financial goals, whether it's saving for retirement, managing investments, or planning for major life events.

Collingbourne Wealth Management is situated in the heart of Winchester, making it easily accessible for clients from all over the region. The location boasts several convenient features, such as wheelchair accessible parking and restrooms, as well as regular restrooms. It's important to note that an appointment is required to ensure that each client receives the dedicated time and attention they deserve.

According to Google My Business, Collingbourne Wealth Management has received 3 reviews with an impressive average opinion: 5/5. This speaks volumes about the quality of service and customer satisfaction provided by the company.

The financial planning experts at Collingbourne Wealth Management are dedicated to helping clients make informed decisions about their finances. They offer a wide range of services, including retirement planning, investment management, and tax planning. Their team of professionals has the knowledge and experience necessary to guide clients through the complex world of finance, helping them to make the most of their assets and achieve their financial goals.

Reviews of Collingbourne Wealth Management | Financial Planning Experts

q brooo

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 Phelps

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 Davison-Oakley

5/5