Financial planning that puts you at ease

We help you achieve your goals through bespoke, informal financial planning – we provide professional advice on a personal level. Whether or not you see yourself as wealthy, you have a right to financial wellbeing and a right to realise your dreams. As an individual or small business owner, the foundations of your financial wellbeing can be built in conversations with us – we ask the right questions, then design and action a robust, personalised financial plan to help bring your ambitions to life. 

From future-proofing your business, to retirement planning, inheritance tax planning or investment planning for your family’s future, we have the expertise to make it happen.


Promotions

Item 1 of 5

Goals Based Financial Planning

Goals-based financial planning can help you to establish your financial goals and form a plan to reach your desired destination at the right time. Using the three-stage process; life planning, financial planning and financial advice.

Testimonials

Item 1 of 4

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 w...

Private Client

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

Past performance is not indicative of future performance.

SJP Approved 21/02/2024

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.