Collingbourne Wealth Management

Collingbourne Wealth Management is a financial planning and wealth management firm based in Winchester, Hampshire, specializing in high net-worth families and SME business owners.
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate and Legacy Planning

Size
Small
Phone
N/A
Email
N/A
Locations
45 Southgate St, SO23 9EH
01962600250
Digital Popularity
Social Media
Competitors
Winchester Investment Solutions
Winchester Investment Solutions is a wealth management specialist providing trusted financial investment planning advice to individuals and business owners in Hampshire.
Wills & Trusts Wealth Management
Wills & Trusts is a Chartered firm of financial planners and legal advisers, specialising in complete wealth management services.
Grange Financial Planning Ltd
Grange Financial Planning has been providing independent financial advice for over 25 years, focusing on each client's individual needs, including sustainable investments.
Benchmark Financial Planning
Benchmark Financial Planning offers expert financial advice tailored to individuals, business owners, and trustees.
Company Details
Collingbourne Wealth Management is operated by Collingbourne Wealth Management Ltd and is a Active company incorporated on 2 September 2005 with the registered office located in Winchester, Hampshire. Collingbourne Wealth Management Ltd was registered 20 years ago.

Status
Active
Size
Micro
Directors
4
Age
20 years old
Employees
4
Turnover
Unreported
Total Assets
£396.12K
Cash in Bank
Unreported
Total Liabilities
-£82.56K

Director • Financial Planner • British • Lives in England • Born in Apr 1986
Director • PSC • Financial Planner • English • Lives in UK • Born in Sep 1956
Director • Secretary • PSC • Company Secretary • British • Lives in UK • Born in Dec 1959
Teams
All
2
Owner • Joined Sep 2005
Director • Joined Mar 2024