About Collingwood Mourton
Adam Collingwood Director, Cert PFS, MIFP
Adam qualified as a Financial Advisor back in 1997 and is a member of The Institute of Financial Planning. Since then he has gained a wealth of experience whilst advising at Eagle Star (now Zurich) Bristol & West and R J Temple.
He set up Collingwood Mourton Associates Ltd in 2002, and has seen the business go from strength to strength thanks to the enduring relationships he has built with many of his clients over the years.
Adam is married to Linda, has a son Sam, born in March 2007 and a daughter Ella born in March 2008.
Chris Morris DipPFS, Cert CII (MP), MIFP
Chris has been practising as a Financial Planner since 2003, having previously spent 15 years with Zurich Assurance overseeing the advice provided by Zurich’s Financial Advisors.
His qualifications and membership of professional bodies are numerous and include;
- Distinctions in all Advanced Financial Qualifications (Taxation & Trust Planning, Personal Investment Planning and Retirement Options)
- Distinction in the Certificate of Mortgage Advice and Practice (CeMAP)
- Personal Finance Society Diploma (DipPFS)
- Member of The Society of Mortgage Professionals
- Member of The Institute of Financial Planning
- Member of The Personal Finance Society
Committed to ongoing professional development (CPD) Chris is also currently studying for Chartered Financial Planner status, a qualification held by less than 1% of the financial advisor community.
Chris is an avid Liverpool supporter and enjoys reading self motivational books and jogging (allegedly!). Married to Karin, he lives in Cheltenham with Karin’s daughter Sarah and Jess the cat.
Christine Winters PA
Christine has been involved in the financial sector for the past 24 years. She previously managed a sub branch for the C&G and was a PA for an Independent Financial Advisor, before joining Collingwood Mourton Associates in 2005. With her vast experience in all aspects of IFA administration, Christine’s knowledge of the financial industry continues to be indispensable to Adam and Chris in the effective day to day running of Collingwood Mourton Associates.
Christine has a very busy life – in addition to working full time she is also married to Mark and they have 3 children aged from 10 – 25. Interests outside work include the theatre, swimming and cake decoration.
Russell Barnes Administrative Support
Russell has been working in the financial services industry for 16 years – a length of time that belies his young age! Having gained a vast amount of experience with Zurich Assurance, he joined Collingwood Mourton Associates in March 2007.
Recognising that astute financial planning can really make a big difference to people’s lives, Russell is keen to play his part in helping Collingwood Mourton Associates deliver outstanding service and help clients achieve their financial goals.
Russell and wife Joanne married in September 2007 and are expecting their first child in August '08 - there's nothing like getting on with it! Running features as one of Russell's ‘hobbies’ having successfully completed both the London and Chicago marathons in previous years. He is also a keen footballer and hopes to be back playing for Huntley FC in the Gloucestershire Northern Senior League in the near future following recent knee surgery.
So now you know about us, but what about Who We Work With…