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.
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Starting regular investments
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Consolidating workplace pensions
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Buying your first house or upsizing
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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:
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Consolidate your pensions and investments
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Invest for income
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Prepare for retirement
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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.
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Preserve and manage your wealth
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Rationalise your savings and investments
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Reduce Inheritance Tax
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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

What our clients say

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From our blog

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Contact us

Please get in touch to find out how we can help
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