An Associate Partner Practice of St. James's Place Wealth Management

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James Cridland

DipFA MLIBF PETR
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.

About

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 help keep you 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 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.
James Cridland

30 Coleridge Vale Road North, Clevedon, Somerset, BS21 6PR

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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.
Private Client
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.
Private Client

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

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.

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