Business Details
21 Years
experience
Expert Financial Planning in Winchester
Collingbourne Wealth Management is a specialist financial planning and wealth management firm serving high-net-worth families and SME business owners in Hampshire. Established in 2005, we prioritise client-centric service through our core principles of putting clients first, maintaining fierce independence, and ensuring complete transparency in all financial dealings. Our team comprises Chartered Financial Planners, Certified Financial Planners (CFP), and Chartered Wealth Managers with decades of combined experience in complex financial planning.We operate as a Chartered Financial Planning Firm under the Chartered Insurance Institute and hold Accredited Financial Planning Firm status from the Chartered Institute for Securities & Investment. Our evidence-based investment approach, developed over 15 years, aligns with institutional best practices. We maintain selective client relationships to ensure we deliver exceptional value through comprehensive financial forecasting, risk management, and legacy planning solutions tailored to individual client needs.
Services
Financial Planning
Investment Management
Estate Planning
Retirement Planning
Tax Planning
Details
- Year established: 2005
Highlights and features
- We are Chartered Financial Planners with Certified Financial Planner (CFP) qualifications
- Our evidence-based investment approach has delivered consistent results over 15 years
- We maintain transparent fee structures with no hidden commissions
- We hold prestigious industry accreditations from CII and CISI
- Our client-first philosophy ensures decisions align with client interests
Associations and certifications
- Chartered Insurance Institute
- Chartered Institute for Securities & Investment
- CISI Accredited Firm
What people say
Exceptional advice and support
Unstinting help and wise counsel
Expert personal attention
Successful guidance over decades
Always available when needed
Services
Financial Planning
Our financial planning service creates comprehensive strategies for high-net-worth individuals and business owners. We focus on aligning financial resources with personal life goals through detailed forecasting and scenario analysis. Our Chartered Financial Planners use advanced tools to visualise long-term impacts of financial decisions, helping clients achieve financial independence while maintaining lifestyle aspirations.
Investment Management
We implement evidence-based investment strategies grounded in Nobel-prize winning theories and market data analysis. Our approach focuses on risk budgeting, efficient asset allocation, and cost control to maximise returns. As founding members of EBIS, we maintain institutional-grade investment processes while ensuring client-specific risk parameters and financial objectives are consistently met.
Estate and Legacy Planning
Our estate planning service focuses on strategic wealth transfer solutions that balance inheritance tax efficiency with client legacy goals. We help clients determine appropriate surplus wealth allocation while establishing proper legal structures. Working with specialist legal partners, we ensure wills, trusts, and powers of attorney effectively protect assets and facilitate smooth intergenerational transfers.
Retirement Planning
We specialise in comprehensive retirement planning that extends beyond financial calculations to lifestyle considerations. Our process evaluates current and future financial needs against desired retirement lifestyles. We help business owners optimise pension funding strategies while ensuring sustainable income streams that maintain financial security throughout retirement years.
Tax Planning
Our tax planning service focuses on legitimate tax efficiency within the context of overall financial objectives. We structure financial plans to utilise available reliefs and exemptions while maintaining compliance with regulatory requirements. Our approach considers income tax, capital gains tax, and inheritance tax implications across investment and estate planning strategies.
People
Martin Strutt
Founder & Chartered Financial Planner
With 20 years' experience, Martin specialises in helping business owners achieve financial freedom. He holds multiple professional qualifications including Chartered Financial Planner, Certified Financial Planner (CFP), and Chartered Wealth Manager. He co-founded EBIS to promote evidence-based investment practices.
David Hanby
Chartered Financial Planner
David leads our financial planning strategies with expertise in investment research. A Chartered Financial Planner and Certified Financial Planner (CFP), he combines academic excellence (First-Class Economics degree) with practical experience in developing client-focused financial solutions.
Kim Lydon
Co-Founder & Director
As co-founder, Kim established our operational framework and maintains key regulatory responsibilities. With extensive financial services experience, she previously served on an academy board and continues as a school trustee while managing our financial compliance.
Kirsty Dewey
Office Manager
Kirsty oversees our operational efficiency with a background in financial services administration. Her role ensures seamless back-office support for client services, drawing on experience from multiple blue-chip organisations to maintain our high service standards.
Questions
What makes Collingbourne different from other financial advisers?
We combine Chartered and Certified qualifications with evidence-based investment approaches. Our client-first philosophy means we only recommend solutions that prioritise client interests over commercial incentives.
How do you work with high-net-worth families?
We focus on comprehensive wealth management including tax planning, estate preservation, and retirement strategies tailored to complex financial situations. Our services integrate investment management with long-term financial security planning.
What investment approach do you use?
We employ evidence-based investing grounded in academic research and market data. Our systematic approach avoids market timing in favour of disciplined portfolio management aligned with client risk profiles.
How are your fees structured?
We maintain transparent fee structures with all charges explicitly agreed before service commencement. We receive no commissions from third parties, ensuring complete independence in our recommendations.
Can you help with business owner financial planning?
Yes, we specialise in advising SME business owners on profit extraction strategies, pension funding, and business succession planning integrated with personal financial objectives.
What happens if my financial circumstances change?
We provide ongoing financial planning reviews to adapt to changing circumstances. Our flexible approach ensures plans remain aligned with evolving personal goals and market conditions.
