Coldrey Wealth Management
Coldrey Wealth Management provides independent financial advice tailored to individual client needs, focusing on investments, pensions, and wealth preservation. They have over 20 years of experience in aligning clients' financial goals with their personal aspirations.
- Estate planning
- Investment advice
- Financial planning
- Pension consolidation
- Tax-efficient gifting
- Wealth preservation strategies
Locations
Competitors
Abbeygate Wealth Management Ltd offers a comprehensive financial planning service for all your investment planning and protection needs.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
JM Finn is a wealth management firm that focuses on building long-term relationships with clients to manage their investment portfolios across generations.
Company Details
Coldrey Wealth Management is operated by Coldrey & Bryant Consultants Ltd and is a Active company incorporated on 16 October 2002 with the registered office located in Bury St. Edmunds, Suffolk. Coldrey & Bryant Consultants Ltd was registered 22 years ago.
Status
Active
Size
Micro
Directors
1
Age
22 years old
Employees
2
Turnover
Unreported
Total Assets
£417.66K
Cash in Bank
£41
Total Liabilities
-£366.6K
Teams
2
Wealth Manager • Joined Jun 2021
Director Of Financial Planning • Joined May 2023