Coleridge Wealth Management

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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.

What could the Autumn Budget mean for your finances? A panel of specialists from St. James's Place, featuring Hetal Meht...
12/10/2026

What could the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will provide a clear and practical overview of the key announcements, exploring what they could mean for individuals, families and long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

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 09/10/2026

In a world full of information, opinions and answers, personal financial advice can help you focus on what's right for y...
12/10/2026

In a world full of information, opinions and answers, personal financial advice can help you focus on what's right for your circumstances.

A different perspective can help you see opportunities, choices and possibilities you may not have considered before.

If you'd like to discuss your goals and plans, get in touch. https://www.coleridgewm.co.uk/contact

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 09/10/2026

In the latest Investment Insights, Justin Onuekwusi explores the "winner's curse" and what the evidence tells us about f...
07/10/2026

In the latest Investment Insights, Justin Onuekwusi explores the "winner's curse" and what the evidence tells us about fund performance. He explains why patience, diversification and maintaining a long-term perspective remain important principles for investors.

Read the latest Investment Insights: https://www.coleridgewm.co.uk/article/detail/sjpp/investment-insights-the-curse-of-the-winner-uk

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 06/10/2026

When everyone is talking about the same investment opportunity, it's often worth asking why.Financial bubbles have appea...
02/10/2026

When everyone is talking about the same investment opportunity, it's often worth asking why.

Financial bubbles have appeared throughout history, fuelled by innovation, excitement and expectations of what comes next. As interest in AI continues to grow, what lessons can investors learn from previous market manias?

Read more: https://www.coleridgewm.co.uk/article/detail/sjpp/financial-bubbles-great-stories-but-bad-investments

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 29/09/2026

Could a capital gains tax bill catch you by surprise?With the annual CGT exemption now significantly lower than it was j...
22/09/2026

Could a capital gains tax bill catch you by surprise?

With the annual CGT exemption now significantly lower than it was just a few years ago, more people are finding themselves facing unexpected tax liabilities when selling or gifting assets.

Read on to learn more about:

✔ Why surprise CGT bills are becoming more common
✔ What to do if you get a bill unexpectedly
✔ Simple steps to help avoid unexpected costs in future

🔗 https://www.coleridgewm.co.uk/article/detail/sjpp/the-capital-gains-tax-surprises-that-catch-people-out.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 14/09/26

Could your loved ones easily access the money needed to pay an Inheritance Tax bill?As changes from April 2027 bring mor...
19/09/2026

Could your loved ones easily access the money needed to pay an Inheritance Tax bill?

As changes from April 2027 bring more pension wealth into the scope of IHT, liquidity is becoming an increasingly important part of estate planning.

Discover how whole of life assurance can help provide funds quickly and reduce financial pressure on your family.

🔗 https://www.coleridgewm.co.uk/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape.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 18/09/2026

From April 2027, most unused pension funds will be included in an estate for inheritance tax purposes. For many families...
15/09/2026

From April 2027, most unused pension funds will be included in an estate for inheritance tax purposes. For many families, this could reshape how they think about drawing an income in retirement and passing wealth to future generations.

This article explores the implications of the new rules and why some retirees may face a new dilemma: preserve their pension or spend it?

🔗 https://www.coleridgewm.co.uk/article/detail/sjpp/the-new-retirement-dilemma-preserve-or-spend-your-pension.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 01/09/2026

You may have noticed bonds making more headlines recently.Higher bond yields are reflecting growing uncertainty about in...
11/09/2026

You may have noticed bonds making more headlines recently.

Higher bond yields are reflecting growing uncertainty about inflation, interest rates and government debt levels around the world.

This article explains what's happening and why bonds still have an important role to play in many investment portfolios: https://www.coleridgewm.co.uk/article/detail/sjpp/why-bond-markets-suddenly-matter-again.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 04/09/2026

Will the April 2027 pensions and inheritance tax changes affect you?Under the new rules taking effect on 6 April 2027, m...
02/09/2026

Will the April 2027 pensions and inheritance tax changes affect you?

Under the new rules taking effect on 6 April 2027, most unused pension funds will be included when calculating the value of an estate for inheritance tax purposes.

📩 If you’re unsure how the new rules affect you and how much of your wealth you can pass on, get in touch to talk it through, or read more here: https://www.coleridgewm.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.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 20/08/2026

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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