Collingbourne Wealth Management Ltd
45 Southgate Street
Winchester
SO23 9EH
We are wealth management and financial planning experts for high net-worth families and SME business owners in Hampshire.
Our purpose is to enable our clients to make the best possible use of their resources (both human and financial), so they can live their best possible lives.
Collingbourne Wealth Management Ltd (Registered in England No. 05552872) which is authorised and regulated by the Financial Conduct Authority, FCA registration No. 442050
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.