Coleridge Wealth Management

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.
Apr 10th, 2021

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.
Sep 7th, 2020

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.
Aug 7th, 2020