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Fees and charges

Competitively priced investment management services combined with a portfolio of investment opportunities

At Coleridge Capital we believe your progress has to be personalised. This involves an ongoing process of customised advice. We offer all new clients an initial meeting, at no cost and without any obligation. We call it a Discovery Meeting.

As required by regulatory requirements we are independent and don’t receive commissions from investment firms for the services we recommend. We work for you.

From planning for retirement or protecting and preserving your wealth, our team of specialist financial professionals offer objective independent advice and solutions. Our dedicated team of experts will work tirelessly to meet all of your needs.

Our services are available for minimum investible amounts (including existing pensions and savings) of £250,000.

Contact us today to begin your journey – we look forward to hearing from you.