Christian Ward

Christian has been providing fee-based independent financial and investment advice since 2001 and is a passionate advocate of the importance of truly independent and comprehensive wealth management. For this reason he focuses on providing a combined financial planning, estate planning and investment management service to UK private clients and their associated trust entities.

Christian is a rarity in modern wealth management, as he is a qualified trust and estate practitioner, financial planner and investment manager. Few advisers possess his breadth of knowledge and experience in private client wealth management.

He is one of the UK’s foremost experts on estate planning utilising retained interest trusts such as flexible reversionary trusts, discounted gift trusts and loan trusts. You can read Christian’s published articles on the Resources page.

Christian first qualified as a financial adviser in 1999 with Nationwide Building Society. He joined the wealth management department of city-based Moore Stephens Chartered Accountants in 2001, where he was responsible for establishing financial planning and implementing the investment advisory service. His practice comprised both UK and International clients with a particular focus on the needs of private clients with associated trust and corporate entities.

Christian founded Collins Ward Capital Management in 2006 to focus exclusively on building a boutique private client practice where the focus remains on helping clients to achieve their long-term objectives rather than a corporate structure which places profit at the expense of client care.

Christian is regulated by the FSA and holds his Statement of Professional Standing (SPS) from the Chartered Institute for Securities and Investment.

Qualifications and Memberships

2001 – Advanced Financial Planning Certificate – Chartered Insurance Institute
2003 – IMC (Investment Management Certificate – UK CFA Society)
2004 – Fellow Personal Finance Society (previously Society of Financial Advisers)
2005 – Chartered Financial Planner
2006 – Certified Financial Planner
2009 – Certificate in IHT, Trusts and Estates – Association of Taxation Technicians
2012 – Diploma for England & Wales (Trusts & Estates) – Society of Trust & Estate Practitioners
2013 – Chartered Fellow of the Chartered Institute for Securities & Investment

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