Welcome to Coleridge Wealth Management

At Coleridge Wealth Management we pride ourselves in offering a seamless service of distinct quality, professionalism and expertise that covers all aspects of financial planning, designed specifically for our client’s lifestyle goals and stage of life.

Promotions

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Goals Based Financial Planning

Goals-based financial planning can help you to establish your financial goals and form a plan to reach your desired destination at the right time. Using the three-stage process; life planning, financial planning and financial advice.

Testimonials

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We have known James for over seven years and he has guided us through our decisions on when to retire and how to manage our resulting finances. He is one of those rare financial consultants who both know their subject and see their clients as real people rather than just investors. I am sure he woul...
Private Client
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Coleridge Wealth Management Limited is registered in England and Wales, Number 12246886. Registered Office: 30 Coleridge Vale Road North, Clevedon, Somerset, BS21 6PR.