Coleridge Capital has provided my family with financial advice for nearly two decades. They have always taken care to understand our circumstances as they have evolved and have never failed to deliver tailored solutions that have met our needs.
My wife and I had pension plans which had not been reviewed for a number of years. I knew of Coleridge Capital and they provided us with very clear / no jargon advice on how we could improve these pensions to suit our objectives and circumstances as business owners. The service throughout was very professional and this has made us feel confident that our future plans are in safe hands.
I have worked with Coleridge Capital over many years and have received impeccable service from them. They have great ideas, great execution and excellent knowledge across financial products. Their detailed market knowledge is impressive and they work with their clients to find excellent tailored solutions. I highly recommend them.
Managing Director at Investment Bank
he last nine months have demonstrated that getting the right financial advice is vital and can make a huge difference when things go wrong. When my husband became ill and then died, I was particularly grateful that we had taken Gurdev’s advice to have both critical illness cover and life insurance. He and his team managed my claims on these policies and, once probate was granted, took care of the transfer of my husband’s investments to my name. Over the course of a number of meetings, they kept me reassured about my new financial position and helped me to feel less scared about the future.
Gurdev and his team are extremely diligent and responsive in providing appropriate recommendations and options for our family’s financial requirements – with the personal service being exemplary.
Executive Director at Global Bank
Throughout our 20-year relationship, Gurdev has calmly guided us through the ups and downs of investing, helping us secure a financial future far better than we could have anticipated.
MARK & LORAINE