Coleridge Wealth Management

Coleridge Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Coleridge Wealth Management, Financial planner, Channel Court Workspace, 8 Hill Road, Clevedon.

As an individual, family 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 financial plan to help bring your ambitions to life.

The latest issue of The Investor magazine is here, this time focusing on women and wealth.This edition explores how wome...
30/06/2026

The latest issue of The Investor magazine is here, this time focusing on women and wealth.

This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility.

It also looks at the current outlook for Europe and global markets, and covers how to help protect your family and income in the event of serious illness.

Read now and share with your network: https://indd.adobe.com/view/70c20a03-0fd5-4ae5-84e6-2617bf4f29b9?utm_source=linkedin&utm_campaign=e-investor&utm_medium=social

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).

SJP Approved 25/6/2026

As retirement gets closer, views on risk often begin to change.The shift from saving to taking an income can raise impor...
17/06/2026

As retirement gets closer, views on risk often begin to change.

The shift from saving to taking an income can raise important questions about how investments are structured, particularly in periods of market volatility.

This article looks at how de risking works in practice, why it’s not about sudden changes, and how a balanced approach can support long term financial plans.

🔗 Read more: https://www.coleridgewm.co.uk/article/detail/sjpp/approaching-retirement-what-is-the-right-time-to-de-risk.html

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).

SJP Approved 12/6/2026

Why are bonds making headlines again?Rising yields, now at levels not seen for years, highlight how even more traditiona...
08/06/2026

Why are bonds making headlines again?

Rising yields, now at levels not seen for years, highlight how even more traditionally stable areas of the market can shift.

This article explains what’s behind the changes and why bonds are back in focus:

https://www.coleridgewm.co.uk/article/detail/sjpp/why-bonds-are-back-in-the-spotlight-and-why-it-matters.html

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).

SJP Approved 2/6/2026

📅 As the new tax year begins, check you’re making the most of your personal allowances and reliefs. This round-up walks ...
23/04/2026

📅 As the new tax year begins, check you’re making the most of your personal allowances and reliefs.

This round-up walks through the important tax changes, for individuals and businesses, to help you plan for the year ahead and beyond: https://www.coleridgewm.co.uk/article/detail/sjpp/new-tax-year-round-up-of-rate-and-allowance-changes.html

Taxation rules can change at any time and are dependent on individual circumstances.

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).

SJP Approved 17/4/2026

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.For th...
31/03/2026

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.

For those whose wages have grown in recent years, moving into higher income tax bands has become more common, making it more important to make full use of available allowances.

This article highlights 5 key allowances to consider before the end of the tax year on 5th April and how tax‑efficient wrappers can support long‑term planning.

🔗 Read more: https://www.coleridgewm.co.uk/article/detail/sjpp/five-allowances-to-use-before-tax-year-end.html

Taxation rules can change at any time and are dependent on individual circumstances.

Address

Channel Court Workspace, 8 Hill Road
Clevedon
BS217NE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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