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Collins Ward combines the highest quality independent financial planning advice with world-class investment management, all delivered with exceptional service standards.

About Collins Ward

Collins Ward has an uncompromising commitment to our clients, and we believe you will not find a stronger technical wealth management offering, service proposition or better value.
  • Our Business
  • Our Principles
  • Our Commitment
  • Our People
  • Our Renumeration Structure

Our Services

Collins Ward are specialists in fee-based independent financial advice, investment management and inheritance tax planning. We offer a 'satisfaction' guarantee.
  • Wealth Management
  • The Way We Work
  • Investment Management
  • Portfolio Administration

Investment Philosophy

Collins Ward has a clearly defined investment philosophy tailored with common sense to modern capital markets. Portfolios are built using Nobel Prize winning science, thorough empirical research, asset allocation modelling and trading efficiency.
  • Introduction
  • Key Concepts
  • How We Structure Portfolios

Resources

Collins Ward's Chartered and Certified Financial Planners knowledge is demonstrated in these articles, covering topics from passive and index funds to hedge funds.
  • Article
  • Links

Contact Us

Contact Collins Ward's Chartered and Certified Financial Planners covering London, Winchester and the Home Counties.

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