Website copy for Coleridge Wealth Management.

About

Every individual’s financial world is unique and personal. That’s why many people don’t feel comfortable talking about it. But we all have a right to access, understand and use professional financial planning to make our lives better. That’s where I come in.

I like to say that I draw pictures for a living. Through asking you the right questions, I piece together an image of what you want your life to look like and where you want it to go. Like a London Tube Map, every detail gives clarity on how to reach your destination.

Professional advice on a personal level

As a Chartered Associate with over 10 years’ experience, I set up Coleridge Wealth Management to run at the heart of the community in which I live. Because I forge strong, profound, lasting relationships with clients, the business has grown primarily through referrals from clients who’ve got results and feel at ease with my conversational approach.

My professional expertise covers all aspects of financial planning, so whether you want to future-proof your business, plan for retirement, buy a house or invest wisely for your family’s future, I will map a robust, personalised financial plan to help you achieve it.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.