Coleridge Wealth Management

Financial Services • Clevedon, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	30 Coleridge Vale Road North, Clevedon, BS21 6PR, GB
Phone number	+4412246886
Website	coleridgewm.co.uk
NAICS	52
Employees	1-10

Key Contact at Coleridge Wealth Management

Vicky Cridland

Director

About Coleridge Wealth Management

Our clients are front and centre of everything we do, and all of our advice is bespoke and tailored to each client. We specialise in offering expert financial advice to individuals, businesses and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, and aiming to reduce inheritance tax. Our aim is to build a long-lasting relationship with you, based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. We achieve this by offering a personal face to face service and taking the time to understand your aims and objectives. This enables us to create a bespoke solution and provide tailored advice to help you achieve your financial aims. We will continually monitor your portfolio to help keep you on track to meet your goals. Coleridge Wealth Management provide financial advice and wealth management services to clients across the South West. Our head office is in Clevedon, North Somerset. We also have offices in Bristol, Cirencester and London.

Coleridge Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Coleridge Wealth Management has never raised funding before.