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What if I live to be 100 – do I have the right plan

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?

Life after retirement can be a complicated time if you don't plan for it. Not only do you have to protect your retirement savings for the years that lie ahead, but you also need to find ongoing meaning in your life. But retirement does allow you to recognise your accomplishments and set a new course for the rest of your life. Close your eyes and imagine your happiest and most fulfilling version of retirement. Are you ready for a different good life? What does your dream retirement look like? Do you picture yourself spending time with grandchildren? Trying new recipes and hosting dinners? Playing golf with your friends? At Coleridge Capital, we believe passionately that the best wealth management service is provided through personal, face-to-face advice.

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How can I create an enduring legacy Access to expert advice

Asking questions is the first
step towards your future success

Supporting you at this stage of your financial life

We know your financial needs are unique to you, and we have built a business with a wealth planning discipline to support you at this stage of your financial life. Let’s take the next step together.

How can I create an enduring legacy that passes on my assets?

From planning for retirement or protecting and preserving your wealth, we provide objective advice and solutions. Working seamlessly with you our in-house specialists and experts provide independent, personal, face-to-face advice for every aspect of your wealth so that you live the life you want.

How can I preserve my wealth for future generations?

Preserving and transferring wealth are the primary components of a successful wealth management plan. Ultimately, our top priority is to deliver the best possible service to you and optimise the effectiveness of your wealth for the next generation. Will you keep safe all that you hold dear? Who will become the single largest beneficiary of your estate?

Access to expert advice for your financial needs

You have meaningful goals. Looking at your full financial picture, we can help you determine how likely you are to reach your financial goals. Our process helps you adapt your strategy in a way that can best reach your goals and respond to changes in the market or in your life. At Coleridge Capital, it all starts with a conversation to gain a thorough understanding of you – your needs, your investments, your lifestyle and family, and your goals for the future.

Let’s take the next step together

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

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