Based in Mayfair, London, Coleridge Capital specialise in wealth management solutions to meet your individual and corporate needs. Whether you are looking for tailored retirement planning advice, portfolio management, wealth and lifestyle planning, financial protection or estate and inheritance planning, we can help.
Our London based team put our clients’ goals, aspirations and priorities first, not just today, but over the long term, generation after generation. Contact us today to begin your journey – we look forward to hearing from you.
Building wealth is a journey, and like most journeys, the sooner you start, the further you’ll go. We’ll help you achieve your personal wealth goals.
You’ve worked hard and now you’re at the point of wanting to take it easier. Perhaps you should replace the word ‘retirement’ with ‘transition’. Let us help you plan for the life you want after work.
We’ve built a business to provide you with independent, personal, face-to-face advice. Each member of the team is here to support you in every stage of your financial life.
Are you trying to look after your ageing parents, and at the same time run a household and take care of your own children? It can get overwhelming at times, so it’s essential to plan ahead and deal with your finances.
Looking at your children’s financial picture will help you determine how likely they are to reach their financial goals. Our process helps you to adapt your strategy in a way that can best help them reach their goals and respond to changes throughout their life.
Knowing when to sell your business is often a much more complex decision that simply thinking, ‘Right. It’s time to sell up.’ You have built up a successful business but, with your exit strategy in place, how do you know exactly when to cash in and move out?
Creating and maintaining the right investment strategy plays a vital role in securing your financial future and maintaining an income for life. How much control do you want over your investments? Do you prefer to be in charge, or do you want someone to invest for you? What else do you need to consider?
Good health is arguably our most precious asset, and with it comes the ability to earn an income. But it is not something we can take for granted. Would your family be able to cope financially? What impact would your premature death have on your business?
