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.
As always I have been well looked after and kept informed. Excellent service from a company I trust.
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.
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.
It’s a source of great reassurance to have Tom and the CB team supporting our family’s financial advise
Tom has been very accommodating, knowledge & patient
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.