Welcome to Colegate Wealth Management, wealth managers and financial planning specialists, working with individuals, their families, trustee & attorney clients in Norwich and throughout Norfolk and Suffolk.
With over 50 years of financial experience, our high standards, core values and above-all, integrity, Colegate Wealth Management provides our clients with the wealth management solutions to meet their financial planning needs.
Colegate Wealth Management is a Partner Practice of the prestigious St. James's Place Wealth Management, who has operated a successful, distinctive approach to investment management for over 20 years.
We recognise that each and every one of our clients has different financial requirements and as such deserves a bespoke personalised service, tailored to their present and future financial aspirations.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.