Company Information

Get to know Coldrey Wealth Management

Coldrey Wealth Management provides a comprehensive range of wealth management services, focusing on building long-term, trusted relationships with clients. As a Partner Practice of St. James’s Place Wealth Management, they offer tailored advice in areas such as investment planning, retirement strategies, estate and inheritance tax planning, and corporate financial services. Their mission is to help clients achieve their financial goals through personalized, face-to-face advice, backed by the resources and investment approach of the St. James's Place Group.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Coldrey Wealth Management

United Kingdom

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.