We understand you may be too busy to adequately plan your finances. At Coleridge we want to help you make progress in life. We strive to help you get a better lifestyle, whatever your financial situation may be. Coleridge Capital can help you if you are:
Our clients include Business Owners and Partners at Law firms, as well as existing and previous Managing Directors and Directors at:
We believe that one company should take care of all of your financial matters. Coleridge Capital is a full-service investment company that was founded in 2005 by Gurdev Aujla. Gurdev has gained experience in financial services by working with successful individuals and businesses for 19 years. Prior to this, he worked at a major life assurance company and a leading listed IFA firm for 12 years. Gurdev's solid experience has enabled him to gain key industry contacts, which is why Coleridge Capital has become a single source for investors - ranging from individuals and families to businesses seeking employee benefits.
We are glad to be able to offer bespoke solutions and not be restricted to a single financial services distributor such as a bank or a non-independent wealth manager
"Gurdev has been my adviser for around 13 years. In particular I value his ability to find a suite of products that will marry off with your investment view/appetite which can sometimes be real GEMS. Gurdev always displays professionalism and a keen eye on his subject matter."
"Excellent service levels, very trusted advice, works exceptionally hard on behalf of clients. Coleridge Capital's platform offers access to investments that are not standard or readily available."
"Useful to look at mine and my family's circumstances. Solutions are tailored as my circumstances change – so always remain relevant. Coleridge Capital provided solutions and products which I would not have found myself."
"While I have a strong understanding of investments and funds through my professional life I find the advice from Coleridge Capital invaluable in the structuring and tax planning of my personal investments."
"Gurdev appreciates and understands how busy I can be and ensures he meets me when necessary but at the same time is really productive. He gets me committed to taking care of my financial plans. He pushes me in a very nice way to do the things I need to get done."
"Gurdev helps me to look at the best way to plan for the future and think about the bigger picture."
"I have been dealing with Gurdev for 11 years and he has helped me and my family clarify our thoughts and plan for the future. His service is bespoke and extremely professional in clearly reviewing the range of options and solutions tailored to our needs. His team is efficient and also make the process easy by taking care of a lot of the administration for me!"
"Mr Gurdev Aujla has been our financial adviser for many years. His clear explanation of investment and savings plans has made us confident over the years. As we are both recently retired professionals, his handling of both our retirement portfolios has proved invaluable in the current turbulent stock market.
Coleridge Capital Ltd is authorised and regulated by the Financial Conduct Authority.
