Coleridge Wealth Management Ltd
30 Coleridge Vale Road North, North Somerset, United Kingdom
About Coleridge Wealth Management Ltd
Welcome to Coleridge Wealth Management Ltd, an institution that combines expertise, integrity, and personalized service to support individuals, families, and businesses in achieving their financial goals. Conveniently located at 30 Coleridge Vale Rd N, Clevedon BS21 6PR, United Kingdom, our establishment is easily accessible and situated in a thriving business community.
Our finance professionals are passionate about helping clients build wealth, manage risk, and accomplish financial freedom. We offer a comprehensive range of financial services, including investment planning, retirement planning, risk management, tax planning, and estate planning. Our team is dedicated to providing customized solutions tailored to each client's unique financial circumstances and goals.
At Coleridge Wealth Management Ltd, we pride ourselves on our culture of transparency and accountability. We work with clients to develop a relationship built on trust, communication, and education. Our team ensures that clients are fully informed about their financial options and understand the implications of each decision they make.
Our point of interest is our commitment to delivering exceptional client service. We constantly strive to exceed expectations and maintain the highest standards of professionalism. Our team takes the time to listen to our clients' needs and concerns, providing guidance and support every step of the way.
If you're looking for a reliable partner to help you navigate the complex world of finance, Coleridge Wealth Management Ltd is the perfect choice. We welcome you to visit us at our location in Clevedon or call us at (01275) 218080 to schedule a consultation with one of our finance experts. Let us help you achieve your financial goals and secure your financial future.
Photos of Coleridge Wealth Management Ltd
30 Coleridge Vale Rd N, Clevedon BS21 6PR, United Kingdom
Opening hours of Coleridge Wealth Management Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Coleridge Wealth Management Ltd
"After moving jobs and having several pensions, James recently helped me to consolidate them all into a single fund that is much simpler to management β not only that, the fund has already grown. James also arranged a better life and critical illness insurance for my wife and eye giving us a better package and better value for money. We won't be asking anyone else for advice and look forward to a long partnership with James."
"James recently assisted me in finding a better level of cover for my life insurance at even better value and has now taken on the management of my pension portfolio. He provides straight forward advice which is clear and concise and his calming nature is reassuring. I would highly recommend his services to anyone and look forward to continuing our relationship."
"We've been with James for about four years now 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 makes 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 speedily. You never feel you are a nuisance."
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