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Meet our team

Delivering a friendly, professional service to you.

Megan Addle Sales Support Team Lead
Shelley Bartup Paraplanner Team Lead
Ross Baumann Senior Financial Planning Manager
Emma Fitzgerald Senior Manager, Financial Services – Compliance & Operations
Simon Fox Consultant
Lucy Halliday Paraplanner
Jane Hanks Paraplanner
Ben Keeley Paraplanner
Shannon Lownds Sales Support

Our Company

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© 2023 Coole Bevis Wealth Management
Coole Bevis Wealth Management Ltd is an appointed representative of Carpenter Box Wealth Management LLP, a Limited Liability Partnership. Registered in England and Wales No. 07071899. Registered Address: Amelia House, Crescent Road, Worthing BN11 1RL. Coole Bevis Wealth Management is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 515456 at https://register.fca.org.uk.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

The Financial Conduct Authority does not regulate taxation, Will or Trust advice.
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk