‘Everything was well explained. Our investments have done well. An excellent personal service and continuity with advice we trust… completely revamped our finances with some novel investments. Retirement should be earlier and more secure than with previous advisors…We would highly recommend CMA to anyone seeking financial advice.’

Mr & Mrs G Black

Investment advice

‘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

Who we work with

At Collingwood Mourton Associates we specialise in working with forward thinking, aspirational people from a variety of backgrounds.
They may be business owners, professionals, senior executives, entrepreneurs or even retired. Some are happy to play the stock market. Others are more cautious about taking financial 'risks'.

However, what they all have in common is that they want to achieve financial independence. They want to know that their pension fund is performing well and that any inheritance tax issues are taken care of. They want the freedom to live their chosen lifestyle secure in the knowledge that they will never have to worry about money again. Essentially what they all want is financial peace of mind.

Are some of these statements true for you?

‘I have been paying into my pension for years, but have no idea what it will be worth when I come to retire, or even if I will be able to retire when I want to. What I really need is a realistic projection and some sound advice so that I can I can make any adjustments necessary before it is too late.’

‘I have various investments but I have lost track of how each is performing, and don’t know whether my funds could be doing better elsewhere. What I need is someone who can make sense of my financial picture and give me the best independent advice.’

‘My goal is to become financially free for the rest of my life, but don’t know when (or if) my property portfolio and other investments will accrue enough to give me the financial security I seek. I want to know what I can do to make sure I am secure and don’t run out of money at a later date?’

‘My partner and I are concerned about inheritance tax. We want to make adequate provision for our children when we die, and ensure that they are not lumbered with a big tax bill that could have been minimised with some careful planning. We need someone who can help us with that.’

Before finding out how Collingwood Mourton Associates can help you with all of the above scenarios, it may be useful for you to know what you need in order to ensure your success with us.

We have found that we are most likely to be able to help you achieve your financial goals if you have the following characteristics…

You are motivated by results.
You are financially astute, or aim to become so.
You are keen to take ownership of your financial security.
You are willing to work with us to clarify your vision of your financial future.
You are prepared to ‘do what it takes’ in order to achieve the financial plan that we agree together.

Now that you know the kind of clients we work with, the issues we help them resolve and what our clients need to do to ensure their success, why not learn more about How We Work.