Julie joined Coole Bevis Wealth Management in June 2026 as part of our Sales Support team. She opens pension and investment accounts for our clients and ensures their journey is as smooth as possible.
Out of the office
Julie lives in Angmering and enjoys an active lifestyle, often starting her day at the gym. She has a passion for gardening and enjoys unwinding with the occasional glass of red wine.
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.
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.
