Ali Clark
Sales Support Ali joined Coole Bevis Wealth Management in September 2025, bringing with her 20 years’ industry experience. As part of the Sales Support Team, she provides administrative support to Advisers and Paraplanners. Before joining Coole Bevis Wealth Management, Ali worked as a Client Account Manager at a London-based Wealth Management company, and prior to […]
Dan Brown
Sales Support Dan initially joined Coole Bevis Wealth Management Sales Support team in 2024. Dan aims to gain a Diploma in Regulated Financial Planning and bolster his knowledge in Financial Administration. Out of the office Outside of work, Dan enjoys composing ambient music, creating abstract art & baking. He also enjoys the occasional trip to his […]
Ruth Jarvis
Paraplanner DipPFS Ruth entered into the Financial Advice industry as an apprentice administration assistant over 5 years ago and has since worked her way up into her current role as Paraplanner. Having joined Coole Bevis Wealth Management in July 2024, she has since achieved her Diploma in Regulated Financial Planning and anticipates commencing her journey […]
Jane Hanks
Paraplanner DipPFS Jane has over 30 years’ experience of working in financial services. She joined Coole Bevis Wealth Management in 2021 with a background of working within a small IFA. Out of the office Jane is fond of cats and dogs and most Seagulls and likes swimming in the sea.
Gill Lynes
Director of Later Life Dip CII Gill has over 34 years of experience working in the financial services sector and joined Coole Bevis Wealth Management in 2016. She has a background in dealing with private clients and can provide advice on all aspects of financial planning, including saving for retirement, protecting your family or business, and making […]
Ross Baumann
Senior Financial Planning Manager DipFA PETR Ross has over 14 years’ experience working in the financial sector during which he obtained his diploma in financial advice and advanced award in pension transfers. He joined Coole Bevis Wealth Management in December 2016. He provides the full suite of financial planning services to create holistic financial plans […]
Tim Dunn
Protection Adviser Tim has over 30 years’ experience in the Insurance Industry working for major corporate companies such as Sun Life, AXA Wealth, AXA PPP Healthcare, Lloyds Insurance, Lloyds TSB Insurance and Barclays Insurance Services roles from training, account management, team leadership and product & business development. More recently, Tim has specialised in Life and Health Insurance working […]
Chae Sakakini
Sales Support Chae joined Coole Bevis Wealth Management in April 2024, commencing his career within the financial services industry. His role includes supporting advisers with their day-to-day roles and implementing client recommendations. He is currently working towards his Diploma in Regulated Financial Planning and is currently halfway through completing his diploma. He has early ambitions to […]
James McAdams
Operations Support James joined Coole Bevis Wealth Management in January 2021 and supports both the team and clients administratively. He focuses on data processing, reporting, tools and system management support and arranging adviser meetings for our clients. Out of the office James splits most of his free time between his family, his ever-growing collection of […]
Eloisa Fairbrass
Sales Support Eloisa has a strong interest in the finance industry. Her career began as an Accounts Assistant, and she has since progressed into financial services, having successfully completed her R01 and R05 and currently studying R04 Exams. She is now working toward her ambition of becoming a Financial Adviser and plans to continue her […]
