Sally Whitehead

Sally joined Coole Bevis Wealth Management in 2018 after 16 years working for HMRC.    

She works closely with the financial advisers to research and identify financial planning solutions for individuals, families and companies in all aspects of financial advice.  Sally’s specialisms include later life planning, inheritance tax planning, pensions and investments.

Outside the office

Sally enjoys reading, baking and knitting

Areas of Expertise

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