Coleridge Wealth Management Ltd - Clevedon

Coleridge Wealth Management Ltd: Your Trusted Financial Partner

Coleridge Wealth Management Ltd is an established financial planning firm located at Workspace, ❒ Channel Court, 8 Hill Rd, Clevedon BS21 7NE, United Kingdom. With a phone number of 1275430024 and a user-friendly website, this company has made it easy for clients to access financial planning services and information.

Specialties and Expertise

As a financial planner, Coleridge Wealth Management Ltd specializes in providing personalized financial planning services tailored to meet the unique needs of each client. Whether it's life insurance, pension portfolio management, or other financial planning needs, the team at Coleridge Wealth Management Ltd has the expertise and experience to help clients achieve their financial goals.

Accessibility and Convenience

Coleridge Wealth Management Ltd understands the importance of accessibility and convenience, which is why they offer wheelchair-accessible seating, parking, and washrooms. They also provide free parking lots and street parking for clients. With these features, clients can feel comfortable and confident when visiting the firm.

Client Reviews and Opinions

Coleridge Wealth Management Ltd has received high praise from clients, with an average rating of 5/5 on Google My Business. One client shared, "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 straightforward 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."

Recommendation

If you're looking for a trusted and experienced financial planner, Coleridge Wealth Management Ltd is an excellent choice. With a convenient location, accessible facilities, and a team of experts dedicated to providing personalized financial planning services, you can feel confident that your financial future is in good hands. We highly recommend visiting their website at coleridgewm.co.uk to learn more about their services and to get started on your financial planning journey.

Reviews of Coleridge Wealth Management Ltd

Adam Hack

5/5

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.

Ben Cridland

5/5

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 – 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.

K Wilson

5/5

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.