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James Cridland

start-ups Member - BRISTOL : CLIFTON ONLINE

Coleridge Wealth Management

Great financial planning can enrich your life. We provide an holistic service which aims to inspire ideas, create confidence and give you the financial freedom to live your life.

A bit about me...

I have devoted my professional life to helping people to realise their dreams whether thats buying a first home, planning for retirement of selling a business. I work in partnership with my clients and together we'll create a plan that brings their ideas to life. To acheive this, I have a relaxed and personal appraoch, proven processes and foresic attention to detail. This helps me to deliver innovative and considered soultions tailored to your needs. 

 

 

 

 

 

My blogs

What happens to my pension when I die?

by James Cridland on 27th May 2020

Passing on wealth to family is an important consideration for many people when looking at their financial planning. For those who have dependants, the ways you can pass on your pension may affect how you decide to take income from...

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