COLDREY & BRYANT CONSULTANTS LTD

Name: COLDREY & BRYANT CONSULTANTS LTD
Address: 88/89 Whiting Street, Bury St. Edmunds, Suffolk, IP33 1NX, GB
Telephone: 01284 700477
Price range: $$

aka Coldrey Wealth Management, AWM Consultants, COLDREY & BRYANT CONSULTANTS LTD

Authorised FRN 624006

About

Independent financial advisers, headquartered in the heart of beautiful Bury St Edmunds. Whether you need a guiding hand with investments and pensions, advice planning your retirement or looking to preserve your wealth for younger generations, our experienced team will ensure your finances and goals are perfectly aligned.

Source: coldreywm.co.uk

Contact & Location

Address

88, 89 Whiting St, Bury St Edmunds, Bury Saint Edmunds IP33 1NX, UK

More advisers in West Suffolk

Phone

01284 700477

Website

coldreywm.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 624006
Status: Authorised
Date Authorised: 8 October 2014
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (19)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Providing basic advice on stakeholder products
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04564293
Company Status: Active
Incorporation Date: 16 October 2002
Directors: 1
Accounts Category: Unaudited Abridged
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (8)

James Duncan Stott
ApprovedCertified
Martin Saxby
ApprovedCertified
Daniel Paul Joseph Richards
Certified
Charles Godfrey Coldrey
No longer required
Adam David James Prescott
Certified
Matthew Alexander Russell
No longer required
Julie Ann Bryant
No longer required
Chloe Stuteley
No longer required

Quick Facts

Bury St. Edmunds, East of England
11 years FCA-authorised
10 registered individuals
5 specialisms
19 FCA permissions
CH 04564293

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.