Coole Bevis Wealth Management Ltd is a joint venture between Coole Bevis Solicitors, a leading law firm based in Brighton, Hove, Horsham and Worthing with a long-established reputation and extensive expertise across a range of legal services, and Carpenter Box Financial Advisers. We provide a comprehensive independent financial planning service for the clients of Coole Bevis.
An integrated approach
Our experienced financial advisers work very closely with our solicitors and professional tax advisers to provide you with a fully comprehensive wealth management solution.
We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.
We work with individuals, business owners and professionals throughout various stages of their life. Whether you are a young family seeking protection against unforeseen events, building a savings portfolio for a mortgage or school fees, or planning your retirement or business exit, we can help.
We believe that every client is an individual, but many of our clients:
- May have little time and/or inclination to manage their own financial affairs
- Are seeking expert financial advice and/or investment management
- Need help formulating and maintaining a clear financial plan and strategy to make the most of their hard earned money
- Need a sounding board and a disciplined look at their finances from time to time
- Are seeking a sense of control, peace of mind and financial freedom
We are independent, unrestricted and without bias. This means you can be sure we will always act with integrity and seek the best solution for your needs and objectives.
Financial advice is provided in association with Carpenter Box Financial Advisers, an independent advisory firm regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, some elements of Automatic Enrolment or Cash Flow Modelling. Click here to read our terms of business.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of FOS can be found at www.financial-ombudsman.org.uk