Welcome to Coole Bevis Wealth Management
Our financial advisers offer an integrated approach
Coole Bevis Wealth Management offers an integrated financial, tax and legal advice service to provide a fully comprehensive wealth management solution.
We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.
Get in touch today to see how we can help you.
Latest News
Listen to our clients
Andy Knott
Nick Potkins
Edward Barber
As always I have been well looked after and kept informed. Excellent service from a company I trust.
Nick Best
Roy has been the most patient person in the world! He has been a fantastic help to us and we have been really impressed by him – thanks Roy.
Mr and Mrs Dean
My thanks to Roy for an exceptional service and taking the time to comprehensively explain all the options. I will certainly be using your services in the future.
Mrs Johnstone
Tom Reed has been extremely patient and explained everything slowly so I would understand!
Ms B Wickham
I have been completely satisfied when having regular discussions with Simon Fox. He explains everything in a clear, decisive way.
Audrey Ebison
Tom Reed was recommended to me and has proven to be an excellent choice. He made the experience of contacting a financial adviser a lot less daunting – carefully explaining the services offered and taking the time to explain certain financial terms that I wasn’t clear on. Tom has always offered sound, clear and excellent advice but most of he is very approachable, down to earth and friendly in a professional way that puts you at your ease straight away. Highly Recommended.