Collinson Wealth Management Ltd

FINANCIAL PLANNING WITH A PERSONAL TOUCH

WHO WE ARE


WHO WE ARE WHO WE ARE
We provide independent financial advice to private clients, trustees and small businesses.

Fiona has 30 years’ experience in wealth and personal financial management within banks and accountancy practices. With nearly 20 years’ experience as an Independent Financial Adviser she has set up her own business as a directly authorised firm.

Collinson Wealth Management Ltd is Authorised & Regulated by the Financial Conduct Authority (FCA) No: 803919.

Registered in England & Wales Company No: 9392943.

What We Offer


Independent Financial Advice

Our advice is tailored to your individual needs and designed to help you protect your wealth. We make recommendations from the whole market place and offer a choice of actively managed portfolios, or passive funds which have a lower cost base.

Learn More

The importance of low charges

Charges reduce the profits that you make.

Time to review your existing pensions and investments?

OUR PHILOSOPHY



Our clients include family, friends, ex-colleagues as well as the people they have referred to us. When placing investments, we feel that we are investing our own savings and wouldn’t put your money into anything we wouldn’t invest in ourselves. It is therefore important to us to use reliable, reputable investments which deliver consistently competitive returns while minimising costs.
OUR PHILOSOPHY OUR PHILOSOPHY

Testimonials


“Fiona really listens to her clients and provides personally tailored solutions. she is very quick and responsive when issues arise. I feel I am in safe hands!”"

Elizabeth MusgraveRetired Accountant - KPMG

“We have used Fiona’s services for the past ten years or so, and we have always found her financial advice to be very sound, attention to detail is excellent and she has always had an excellent rapport with any clients that we have referred to her.”"

Andrew CullimorePartner - Cooper sons Hartley & Williams Solicitors

“As a trustee of a small discretionary trust to which Fiona has been the financial advisor since inception, I have always been impressed by the quality of her advice, the thoroughness of her research and preparation for meetings, and the clarity with which she can explain investment issues to non-specialists. It’s very reassuring to have her onboard.”"

Ian ThorpeManchester Grammar School

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