Coleridge Wealth Management Limited

: Channel Court Workspace, 8 Hill Road, Clevedon, Somerset, BS21 7NE

: FCA Number: 917697

Website Image of Coleridge Wealth Management Limited

Coleridge Wealth Management Limited is a reputable financial firm based in Clevedon, Somerset. Specialising in life investments, retirement planning and providing regulated advice, the firm is authorised by the FCA under the registration number 917697 - ensuring credible, regulated services. Coleridge offers expertise in final salary pension transfers along with comprehensive financial planning. From their Channel Court Workspace on Hill Road, they provide private and corporate clients with tailored strategies, covering Clevedon and surrounding regions. Whether you're exploring pensions advice or looking into life investments, Coleridge Wealth Management promises an approachable service that puts client needs at the heart of every decision. Trust in their expert guidance to enhance your financial future.

Their team includes one financial adviser. Check FCA registration here.

Coleridge Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Coleridge Wealth Management Limited from the Motorway

Departing from the M5, take the Cribbs Causeway/A4018 at junction 17, leading toward Bristol (West). Upon reaching the Cribbs Causeway Interchange, navigate towards the fourth exit onto Merlin Road. From there, proceed onto Exit 17, following signs for Avonmouth/M5, and subsequently merge onto the M5.
Then, take the B3133 exit to Clevedon/Nailsea at junction 20. Upon reaching a roundabout, steer towards the second exit, which leads onto Ettlingen Way/B3133. A second roundabout will require you to take the second exit as well, directing you onto Moor Lane/B3133.
The next roundabout mandates that you take the third exit onto Kenn Road/B3133. Follow this road, maintaining on B3133. Subsequently, make a right turn onto Old Church Road/B3133 and then, a left turn onto Chapel Hill. Continue onto Hill Road. Your destination will then be located on your left.

List of advisers under Coleridge Wealth Management Limited:

Coleridge Wealth Management Limited 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 http://sjp.co.uk/products

SJP Approved : tbc

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