Menu

Do I need to use a Wealth Management service?

by James Cridland on 12th May 2020
Coleridge Wealth Management offer bespoke financial advice and wealth management to individuals, businesses and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, and aiming to reduce inheritance tax.
 
Many people come to us as they need financial guidance and help navigating the various tax pitfalls yet they are unsure if they would benefit from a wealth management service.
 
What is Wealth Management?
 
Wealth management is an advanced financial planning service which includes investment management, tax-efficient restructuring of your assets and estate planning. I will create a tailored investment plan for your assets.
 
Do I have enough assets for Wealth Management?
 
At Coleridge Wealth Management, we do not have any minimum investment requirements and we are focused on establishing long-term relationships with our clients and their families. We believe everyone can benefit from a wealth management service and aim to empower you to take control of your financial situation.
 
What services do Coleridge Wealth Management offer?
 
Our wealth management service includes an annual financial review meeting as your financial planning needs and goals are likely to change over time so it is important to regularly review your financial situation to make sure your portfolio remains in line with your individual objectives. 
 
Areas that we can help with include planning for retirement, estate planning and mitigating inheritance tax, reviewing your existing pension and ISA arrangements, writing a Will or setting up a Power of Attorney*.
 
 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct from St. James’s Place and are not regulated by the Financial Conduct Authority.