Coldrey Wealth Management

Independent Financial Adviser 19 Langton Place, Whiting Street, Bury St Edmunds, Suffolk, IP33 1NX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Focused on building long-term relationships with clients through tailored, personal financial planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Daniel Richards
Financial Planning Director
Charles Coldrey
Investment Director
Chloe Stuteley
What our clients say
Friendly, helpful, considerate, knowledgeable
Mrs A, Suffolk
Helpful, down to earth and easy to understand
Mr Marriott, Bury St Edmunds
A reliable company with genuine concern for the client, operating with integrity.
Mr C, Bury St Edmunds
Where to find us
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.

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

Similar advisers near you

Independent Financial Adviser 0.03 mi
We provide a personal service for all of your financial planning, tax and accountancy needs.
 
Independent Financial Adviser 0.08 mi
Focused on providing a long term client relationship helping individuals and businesses achieve their financial goals.
 
Independent Financial Adviser 0.19 mi
Chartered Financial Planners, with our own in-house Investment Management team.
 
Independent Financial Adviser 0.58 mi
Independent Financial Advisers based near Bury St Edmunds, Suffolk. Specialising in helping clients achieve the life they want to live.