I can’t change the direction of the wind,
but I can adjust my sails to always meet my destination”

Jimmy Dean

I can’t change the direction of the wind, but I can adjust my sails to always meet my destination”

Jimmy Dean

Imagine getting financial advice and service that puts you at its core, where we listen to what you want to achieve and help you design a plan to help you get there and provide solutions that can grow and adapt to meet your needs as they evolve.

At Coldrey Wealth Management, we’ve built our business on being in partnership with our clients; taking time to understand them individually, listening to what they want and need, challenging them when we need to and tailoring our advice and ongoing service to help them meet their goals in life.

What do we specialise in?

  • Independent Financial Planning
  • Investment Portfolio Design & Management
  • Tax Efficient Investing
  • Retirement Planning
  • Pension Drawdown Management
  • Estate & Tax Planning
  • Financial protection for you and your dependents

What you’ll get as a client of CWM:

  • A service tailored to you
  • Your own personal independent financial adviser
  • A fair, clear and transparent charging structure
  • Regular, pro-active reporting and review of your arrangements with us
  • Access to a secure online client portal
  • Ability to view your plans online 24/7

We’ve been in business for over 20 years and that’s only possible by embracing change and evolving with the times. We love to meet face to face but if you prefer to interact with us in different ways we are able to work with you over the phone, via videoconference and through our secure online portal.

If you are based in London we are very happy to meet you at our offices based in Finsbury Square or at another mutually convenient location.