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Coleridge Wealth Management

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Coleridge Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Coleridge Wealth Management, Financial planner, Channel Court Workspace, 8 Hill Road, Clevedon.

As an individual, family or small business owner, the foundations of your financial wellbeing can be built in conversations with us – we ask the right questions, then design and action a robust financial plan to help bring your ambitions to life.

02/11/2026

What were the key takeaways from the Autumn Budget?

From Cash ISAs and savings to changes affecting business owners, there are a number of announcements worth being aware of.

Swipe through for a quick look at some of the key changes and what’s been announced.

If you have any questions about what they could mean for your financial plans, please get in touch.

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 29/10/2026

01/11/2026

Your pension could play an important role in your retirement plans, but have you considered how it fits into your wider estate planning?

With changes to the inheritance tax treatment of unused pensions due from April 2027, now may be a good time to review how your pension, business and family wealth plans work together.

🔗 https://www.coleridgewm.co.uk/article/detail/sjpp/business-owners-could-new-pension-and-iht-rules-affect-your-succession-plans

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 21/10/2026

29/10/2026

The Autumn Budget has brought a number of changes that could affect the way you save, invest and plan for the future.

I’ve shared a summary of some of the key announcements and what they could mean for your financial plans.

Read the latest update: https://www.coleridgewm.co.uk/article/detail/sjpp/the-2026-autumn-budget

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

If you use an alternative trading name you must state underneath this wording: (trading style name) is a trading name of (full trading name) eg, Michael Edwards Financial is the trading name of Michael Edwards Wealth Management Ltd

SJP Approved 28/10/2026

28/10/2026

The headlines tell you what's changed. Understanding what it means for you is often the harder part.

Join St. James's Place's post-Budget webinar, where Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will unpack the key announcements, answer common questions and explore the considerations that may be relevant to your financial plans.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 09/10/2026

22/10/2026

The Autumn Budget often raises questions about what the latest announcements could mean for your financial plans.

Join our specialist panel, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, for a live webinar as they break down the key changes, explain the potential implications, and share practical guidance to help you respond with confidence.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Register here: https://ow.ly/EmbZ50ZZCfz

20/10/2026

Changes to inheritance tax rules could affect how pension wealth is passed on to loved ones.

This article explores what the changes could mean in practice, including where inherited pension funds may be subject to both inheritance tax and income tax, and some of the planning considerations worth
discussing.

Read more: https://www.coleridgewm.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 16/10/2026

18/10/2026

When was the last time you reviewed your protection cover? Inflation can gradually erode the value of a fixed payout over time, making regular reviews more important than ever.

🔗 https://www.coleridgewm.co.uk/article/detail/sjpp/shielding-protection-cover-from-inflation

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 14/10/2026

12/10/2026

What could the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will provide a clear and practical overview of the key announcements, exploring what they could mean for individuals, families and long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 09/10/2026

12/10/2026

In a world full of information, opinions and answers, personal financial advice can help you focus on what's right for your circumstances.

A different perspective can help you see opportunities, choices and possibilities you may not have considered before.

If you'd like to discuss your goals and plans, get in touch. https://www.coleridgewm.co.uk/contact

Coleridge Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 09/10/2026

Address

Channel Court Workspace, 8 Hill Road
Clevedon
BS217NE

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.coleridgewm.co.uk/

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