If you’re feeling the financial squeeze of the needs of ageing parents and growing children, we will help you make the provisions required to cope financially to increase your peace of mind. Don’t be a sandwich generation martyr by raiding your own retirement savings to pay for your children’s education or your parents’ long-term care. At Coleridge Capital, we understand this can be an emotional and financial rollercoaster, being pushed and pulled in multiple directions at the same time. But we’re here to help you.
In today’s world, where being busy tends to be the regular state for most people, it’s often difficult to make the time and effort needed to >ensure our plans are robust and flexible enough to cope with any changes you might need to make. We’ll help you create a personalised road map to financial freedom.
Increases in life expectancy coupled with delays in starting a family mean more of us are finding ourselves with these twin demands on our time and energy. Planning well ahead will help your family be prepared and keep your life under control in the later years. Once you know what’s involved, it’s much easier to find a solution that suits everyone.
Ask any parent and they’ll agree on one thing. One minute your children are toddlers and almost before you know it, they’re going to university, or planning to buy their first property. What will it cost me to educate my children privately? How much should I invest to help them with university costs? How can I set my children up financially to help them become independent? Let us give your children more choices in life.
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that you protect it. Take preventative action to either reduce or mitigate a beneficiaries’ Inheritance Tax bill or mitigate it altogether. Your future peace of mind is essential, so having a strategy to preserve and protect your wealth is vital.
We all have meaningful goals. Our professional independent advisory team can help you reach them. We help individuals, families and businesses by providing services and solutions that build, preserve and manage wealth. At Coleridge Capital, our goals planning approach provides you with comprehensive investing and planning solutions for your individual goals. It’s as simple as that.
If you want to benefit from ideas from more than a single asset management team and see how an independent whole of market approach can work for you, your family and business, please contact us – we look forward to hearing from you. We are unbiased, have no conflicts of interest and receive no commission from the worlds leading asset managers who will help us manage your risks and improve your chances of meeting your objectives.