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Insights

Behind all great advice is in-depth knowledge. Here’s everything you need to know about pensions, property, government fiscal policy and the state of the UK economy. We’ll explain what it all means for you and finances.  

News in review

The Bank of England kept rates at 4% as inflation persists. A historic US-UK ‘Tech Prosperity Deal’ promises £150bn in investment for AI, energy and quantum computing. Meanwhile, UK consumer confidence declined, reflecting continued financial pressures on households.
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What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.

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Coole Bevis Wealth Management Limited is an Appointed Representative of CB Financial Advisers LLP which is authorised and regulated by the Financial Conduct Authority. FCA Number 515456. Registered in England & Wales. Registration Number: 07071899. Registered Address: Crescent House, Crescent Road, Worthing, BN11 1RN.

The value of your investment may go down as well as up, and you may not get back what you initially invested.

The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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