Company Information

Get to know Collingbourne Wealth Management

Collingbourne Wealth Management is a UK-based, independent financial advisory firm that offers a comprehensive suite of wealth management services. As Chartered Financial Planners, they adhere to a high standard of professionalism and ethics. The firm specializes in creating bespoke financial plans for private clients, business owners, and trustees, focusing on areas such as investment management, retirement planning, tax efficiency, and estate planning. Their mission is to build long-term relationships with clients by providing clear, tailored advice to help them achieve their financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Collingbourne Wealth Management

United Kingdom

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.