Retirement planning
"The advice given, which is under constant review has enabled me to make considerable financial gains in retirement and I am confident will continue to do so…I highly recommend Collingwood Mourton Associates and not to use their services would be a lost opportunity."

Philip Burrow, Retired

Enjoying retirement flying a kite
"I am very pleased with the knowledge I have received and it has been very worthwhile…I have learned quite a lot about Stocks & Shares …the advice has been invaluable…I would readily recommend Collingwood Mourton Associates for good advice."

Beryl Angell, Retired

Spanish Villa
"So far the service and advice has been first class…I now have my investments working for me….the value has been considerable monetary-wise, but more than that in terms of thinking and planning for the future…I would have no hesitation in recommending Collingwood Mourton Associates."

Richard Swan, Company Director

Welcome to Collingwood Mourton Associates

Are you successful and financially astute, and yet...

worried about having enough money?
anxious about increasing tax bills, including inheritance tax?
disappointed by the performance of your pension and investments?
concerned that your retirement date seems to be slipping further away?

Don’t worry, help is at hand.

At Collingwood Mourton Associates we work primarily with business owners, senior executives and people of retirement age who want to maximise their assets and investments so that they can secure their desired financial future.

We understand that if your money is tied up in poorly performing assets and you lack sufficient cashflow, it can prevent you from living life to the full and doing all the things you want to.

That’s why it’s our mission to help you review and reorganise your affairs, so that you can achieve the lifestyle you desire - and maybe sooner than you thought possible.

We aim to improve the quality of your life through better planning of your investments, your business and your tax arrangements.

After working with us you will be able to relax, safe in the knowledge that your financial portfolio is being assessed regularly to ensure its growth and performance is maximised.

Without worrying about your financial future you will have more time to do the things you enjoy. You may even be able to retire early.

Collingwood Mourton Associates was established in 2002.
Financial advisors Adam Collingwood and Chris Morris have over 35 years experience in the financial services arena between them. As highly qualified lifestyle financial planners and investment advisers, you can be assured that they are always proactive on your behalf and that their advice is both independent and objective.

Having worked with hundreds of clients over the years, their solid record of success proves that their approach works.

It can work for you as well.

Please browse our website for detailed information on how we can help you achieve your financial goals.

Also make sure you get a copy of your free report ‘The 7 Obstacles to Financial Freedom - and How to Overcome Them!’ You can also sign up for our free monthly Wealth Mastery Ezine.

To learn more about the sort of clients we help go to Who We Work With.

Collingwood Mourton Associates is authorised and regulated by the Financial Services Authority.
Our FSA reference no. is 419741 which can be checked via www.fsa.gov.uk/register.
The guidance and / or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.
Reg. Office 107 The Promenade, Cheltenham, Gloucestershire GL50 1NW.
Company No. 5124510 registered in England and Wales. Managing Director, Adam Collingwood.