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.

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

With most pensions set to fall within inheritance tax rules, many people are rethinking how and when to use their retire...
09/08/2026

With most pensions set to fall within inheritance tax rules, many people are rethinking how and when to use their retirement savings.

While annuities can provide guaranteed income and may support estate planning by reducing pension wealth over time, they’re not without trade-offs.

Read on to explore why demand is growing, the key risks to consider, and how annuities can fit within your broader retirement strategy.

đź”— https://www.coleridgewm.co.uk/article/detail/sjpp/the-axable-benefits-of-buying-an-annuity.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 02/07/2026.

Handling finances during a bereavement is never easy.For many people, it can feel overwhelming to navigate the practical...
29/07/2026

Handling finances during a bereavement is never easy.

For many people, it can feel overwhelming to navigate the practical and legal steps at such an emotional time.

This article provides a simple outline of what’s involved, including probate and the role of an executor. It also highlights how taking things gradually can help make the process more manageable.

đź”— Read more: https://www.coleridgewm.co.uk/article/detail/sjpp/managing-finances-in-bereavement.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 03/07/2026

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ...
21/07/2026

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ISA is set to replace the Lifetime ISA.

This article outlines the proposed changes and highlights the key points to be aware of as the new rules take shape: https://www.coleridgewm.co.uk/article/detail/sjpp/isa-changes-22-percent-charge-on-cash-in-investment-isas-plus-simpler-first-time-buyer-isa.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 03/07/2026

St. James's Place

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.

đź”— 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.

đź”— 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.

12/03/2026

The Investor 125 is here! đź“–

Markets may be volatile, but opportunity hasn’t gone anywhere. In this latest edition from St. James's Place, you’ll find insights on navigating today’s investment landscape - from how trusts can support inheritance tax planning, to the renewed potential of emerging markets, to whether gold might have a place in your portfolio. 🪙

You’ll also find practical steps to help protect yourself from the rising threat of financial scams, plus guidance on what to consider if you’re thinking about planning for an early retirement.

Read now and share with your network: https://indd.adobe.com/view/876a3922-d568-4558-b621-59c1ee2a3e4a?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 4/3/2026

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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