Plan. Prosper. Preserve.

Financial planning for all generations

Coldrey Wealth Management offers a solution for everyone

Whether you’re just starting on your financial journey, approaching retirement or already retired, we provide you with a tailored service that covers all your needs.

Plan

We’ll help you to get going with a financial plan that will serve as a foundation for the rest of your life.

Starting regular investments

Consolidating workplace pensions

Buying your first house or upsizing

School fees

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Prosper

You’ve worked hard and saved even harder, but there are still ways you can optimise your wealth. We’ll help you to:

Consolidate your pensions and investments

Invest for income

Prepare for retirement

Drawdown your pension

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Preserve

Now that everything’s settled, we can help you to prepare your estate and create a tax-efficient legacy.

Preserve and manage your wealth

Rationalise your savings and investments

Reduce Inheritance Tax

Gift money tax efficiently

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What makes us different

Coldrey Wealth is an alternative wealth management company. We understand that finding a solution to planning your finances can be pretty overwhelming these days.

With an unpredictable economic climate, endless industry jargon and a vast number of choices available, how do you know whether you’re doing the right thing?

It’s not as easy as doing a Google search for a pension or an Isa.

That’s why we’ve done something different. We combine digital technology and a supportive approach to offer services designed to suit everyone.

Long gone are the days of the adviser in a suit telling you what you should and shouldn’t do with your money. We offer a more relaxed, collaborative approach that focuses on you, your aspirations, your future and your journey.

Take a look at our three services here.

Our services