Collingbourne Wealth Management

We strive to transform the relationships that business owners and high net-worth families in Hampshire have with their wealth, putting them in control so they can live the most fulfilling lives that their present and future resources will allow. Put the client first - in our office when we discuss a particular issue for a client the most clarifying question we ask is "if we were the client what would we do in this situation?"

A good financial plan starts with you, with your own life plan. This is about what you do and why you do it, what you want your lifestyle to look like now, and where you want to go in the future. We help focus on this, to move beyond short-termism, to achieve what is important to you.

Our financial planning illustrates the effect various decisions / actions will have on your future; our Financial Forecasting tools provide graphical and insightful visualisations of these impacts over time.We transform our client's perspectives, giving an alternative way of seeing the world and to See Clearly new possibilities for the future.

Our clients are typically self-made, successful individuals who are EITHER building towards financial independence, OR are already financially independent of their work and are seeking to ensure their money lasts at least as long as they do. We work closely with our clients to enable them to achieve this, whilst ALSO continuing to enjoy and make the most of their current lifestyles.

Any investment you make should start with the end in mind and be integrated with your wider planning. Your investment plan is the 'engine' which will drive your financial life, however you need to start with planning the journey you want to take (your Lifestyle Plan) and deciding what vehicle you will use (your Financial Plan), before you begin building the engine.

Estate and legacy planning is not just about saving inheritance tax, important though that is to many people. It is basically about getting the right money into the right hands at the right time. The most important question is how much wealth will you need to protect your own lifestyle (and that of your widow/er) for the rest of your life/ lives.