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Client Login
  • How are current events
    going to affect my plans?
  • What are my feelings
    about retirement?
  • How can I build and
    grow my wealth?
  • Will I be able to
    live the life I want?
  • What if I live to be 100 –
    do I have the right plan?
  • How can I help my children achieve the life they want?
  • What will life look like
    after I’ve sold my business?
  • What about when I'm gone? Have I made sufficient plans?
  • How can I support my family and also take care of my ageing parents?

Coleridge Capital independent financial advice London

Our advice and investment professionals help clients at all stages of life with their financial goals

Based in Mayfair, London, Coleridge Capital specialise in wealth management solutions to meet your individual and corporate needs. Whether you are looking for tailored retirement planning advice, portfolio management, wealth and lifestyle planning, financial protection or estate and inheritance planning, we can help.

Our London based team put our clients’ goals, aspirations and priorities first, not just today, but over the long term, generation after generation. Contact us today to begin your journey – we look forward to hearing from you.

How can I build and grow my wealth?

How can I build and grow my wealth?

Building wealth is a journey, and like most journeys, the sooner you start, the further you’ll go. We’ll help you achieve your personal wealth goals.

> I am ready to start a conversation

What are my feelings about retirement?

What are my feelings about retirement?

You've worked hard and now you’re at the point of wanting to take it easier. Perhaps you should replace the word ‘retirement’ with ‘transition’. Let us help you plan for the life you want after work.

> I am ready to start a conversation

Will I be able to live the life I want?

Will I be able to live the life I want?

We’ve built a business to provide you with independent, personal, face-to-face advice. Each member of the team is here to support you in every stage of your financial life. 

> I am ready to start a conversation

How can I support my family and also take care of my ageing parents?

How can I support my family and also take care
of my ageing parents?

Are you trying to look after your ageing parents, and at the same time run a household and take care of your own children? It can get overwhelming at times, so it’s essential to plan ahead and deal with your finances.

> I am ready to start a conversation

How can I help my children achieve the life they want?

How can I help my children achieve the life they want?

Looking at your children’s financial picture will help you determine how likely they are to reach their financial goals. Our process helps you to adapt your strategy in a way that can best help them reach their goals and respond to changes throughout their life.

> I am ready to start a conversation

What will life look like after I’ve sold my business?

What will life look like after
I’ve sold my business?

Knowing when to sell your business is often a much more complex decision that simply thinking, ‘Right. It’s time to sell up.’ You have built up a successful business but, with your exit strategy in place, how do you know exactly when to cash in and move out? 

> I am ready to start a conversation

What if I live to be 100 – do I have the right plan

What if I live to be 100 –
do I have the right plan

Creating and maintaining the right investment strategy plays a vital role in securing your financial future and maintaining an income for life. How much control do you want over your investments? Do you prefer to be in charge, or do you want someone to invest for you? What else do you need to consider?

> I am ready to start a conversation

What about when I'm gone? Have I made sufficient plans?

What about when I'm gone? Have I made sufficient plans?

Good health is arguably our most precious asset, and with it comes the ability to earn an income. But it is not something we can take for granted. Would your family be able to cope financially? What impact would your premature death have on your business?

> I am ready to start a conversation



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