Coldrey Wealth Management

Independent Financial Adviser  19 Langton Place, Bury St Edmunds, Suffolk, IP33 1NX
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FCA authorised
Last authorised 21st June 2021
Focused on building long-term relationships with clients through tailored, personal financial planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Daniel Richards
Financial Planning Director
MRS Chloe Stuteley
MR Charles Coldrey
Investment Director
About us

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.

We work with clients that understand there is a benefit to mapping out their financial future and recognise how working with a team of professionals can help them achieve their goals in life.

Our services

At Coldrey Wealth Management we are committed to building long-term relationships with all our clients.

We will work with you, making sure we fully understand your goals and develop a plan to help you achieve them.

Whether you want to save for a child’s education, plan for your retirement, or simply maximise your investments, we’re here to help you every step of the way.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

19 Langton Place, Whiting Street, Bury St Edmunds, Suffolk, IP33 1NX

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