Coleridge Wealth Management Ltd - Clevedon

Coleridge Wealth Management Ltd

Coleridge Wealth Management Ltd is a professional financial planning company located in Clevedon, United Kingdom. With a strong focus on personalized service and tailored financial solutions, this company has earned a stellar reputation among its clients. Their team of experienced financial advisors work closely with clients to develop comprehensive financial plans that address their unique needs and goals.

Address: Workspace, Channel Court, 8 Hill Rd, Clevedon BS21 7NE, United Kingdom

Phone: 1275430024

Website: coleridgewm.co.uk

SPECIALTIES

• Financial planner

OTHER POINTS OF INTEREST

• Wheelchair-accessible car park
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended
• Free of charge street parking
• Free parking lot

REVIEWS

With 3 reviews on Google My Business, Coleridge Wealth Management Ltd has maintained an impressive 5/5 average rating. One satisfied client noted:

"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."

This glowing recommendation is indicative of the high level of service and expertise clients can expect from Coleridge Wealth Management Ltd. The company's dedication to providing personalized, comprehensive financial planning solutions has earned them a loyal customer base and a well-deserved 5/5 rating.

👍 Reviews of Coleridge Wealth Management Ltd

Adam H.

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 C.

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 W.

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.