“To win in the marketplace you must first win in the workplace.”

Doug Conant

“To win in the marketplace you must first win in the workplace.”

Doug Conant

Charles Coldrey

Investment Director

Charles has been providing independent financial advice to clients for over 20 years and established Coldrey Wealth Management (formally Coldrey & Bryant Finacial Consultants) in 2003 following a management buyout. His passion at work is constructing and managing client investment portfolios and this is his primary area of focus.

Away from the office, you will find Charles either behind a camera or on the water in a kayak. Charles also has a long history of raising money for a number of good causes; most recently completing the epic 2016 Devizes to Westminster Canoe Race where he raised over £5000 for St. Nicholas Hospice.

Daniel Richards

Financial Planning Director

Daniel has worked in the financial services sector for over 14 years, advising both personal and corporate clients for some of the countries largest banks. He is responsible for helping clients plan for their financial future by ensuring all aspects of advice are considered and reviewed. He also sits on the investment committee and heads up the the development of the overall business proposition.

As well as enjoying time with his wife and two young sons, Daniel enjoys a number of sports and recently completed the 2017 London Marathon; raising over £4000 for Children with Cancer UK.

Chloe Stuteley

Office Manager/Financial Adviser

Since joining the team in December 2015, Chloe has become a key member of staff and quickly progressed to the role of Office Manager. She now assumes responsibility for the administration and smooth running of the business on a day to day basis.

Chloe is also a fully qualified financial adviser and enjoys managing the relationships with some of our existing client base while also dealing with new clients.

Outside of work, Chloe is a keen sportswoman and an acomplished runner who has taken part in several marathons.

Layla Waller

Paraplanner

Layla has over four years of experience in financial planning in both senior administration and paraplanning roles. As a paraplanner, Layla helps us research and deliver advice to clients and is currently working towards her diploma in financial planning.

Layla is always very busy outside of work; helping family and friends, baking and keeping fit.

Scarlett Bolton

Administrator

Scarlett joined us from a busy Newmarket Veterinary clinic with a wealth of administration experience. She supports Chloe in managing the administrative aspects of the business and has already demonstrated a keen desire to learn and develop a career in financial services.

Scarlett is a keen homebaker and also enjoys playing competitive netball.