I provide holistic financial planning and wealth management services to individuals and businesses across the South West of England.
Every one of our clients receive face to face, discreet and bespoke financial advice from a dedicated, highly experienced financial adviser who is their main point of contact.
My aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Coleridge Wealth Management for advice at all stages of their life and financial journey.
You can book a no-obligation meeting with me at your home address, place of work or at our off in Clevedon. We also have access to offices available to us in Bristol, Cirencester or London.
At Coleridge Wealth Management our clients are front and centre of everything we do, and all of our advice is bespoke and tailored to each client. We specialise in offering expert financial advice to individuals, businesses and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, and aiming to reduce inheritance tax.
Our aim is to build a long-lasting relationship with you, based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. We achieve this by offering a personal face to face service and taking the time to understand your aims and objectives. This enables us to create a bespoke solution and provide tailored advice to help you achieve your financial aims. We will continually monitor your portfolio to check if you are on track to meet your goals.
Coleridge Wealth Management provide financial advice and wealth management services to clients across the South West. Our head office is in Clevedon, North Somerset. We also have offices available to us in Bristol, Cirencester and London.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
We offer an excellent wealth management service which will help you achieve your goals
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...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.