Collingwood Mourton Associates Ltd in Cheltenham are independent financial consultants who work closely with their clients to help them achieve the lifestyle they desire.
Many financial consultants know what they want to sell you before they even talk to you – but it’s not like that at Cheltenham’s Collingwood Mourton. They discuss the client’s current status and look at what they want to achieve. A personal finance consultant then helps the client to review and organise existing arrangements and puts together a bespoke plan to achieve their financial goals.
Their clients tend to be business owners, senior executives and people of retirement age, from Cheltenham and beyond, who want to maximise their assets and investments to secure their desired financial future. They are usually forward thinking people keen to achieve financial independence.
The financial consultants at Collingwood Mourton have years of experience in financial advice themselves and also have access to a wide range of experts so whatever the financial advice you need they can help. They specialise in building up close, long term relationships to guide clients along their financial journey and can offer advice in all financial areas including tax planning, inheritance tax issues, wealth management, pensions and investments.
Collingwood Mourton Associates are also planning to run some financial education classes to show people how they can get their finances working for them.
For more information about all aspects of their financial advice service contact
Cheltenham 01242 231962
or visit the website
www.expert-advice.co.uk
Collingwood Mourton Associates LTD is authorised and regulated by the Financial Services Authority. FSA registration number 419741.