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.  
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.