An Associate Partner Practice of St. James's Place Wealth Management
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 one of our offices in Clevedon, Bristol, Cirencester or London.
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 would enjoy discussing the finer points of complicated investments but is equally able to explain things simply. He is extremely patient and explains options carefully. No questions are too silly or can be asked too often. He is re-assuring and never ‘pushy’. In short, we started as very anxious early retirees who were convinced that we would soon be living on the breadline. Six years on, despite the vagaries of the market, we feel financially secure and know that James is still there to help us manage our money.
We have been with James for around four years and he has always been very supportive and given us good, clear advice. He takes a personal interest in us and keeps up to date with what we do. He knows what we need from our investments and can make sensible, well judged suggestions. He gives guidance where needed and always acts with our interests at heart. He makes us feel secure and cared for. His work is timely and he replies to requests promptly and you never feel a nuisance.
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.