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