Helen Degnen
Sales Support Helen joined CB Financial Advisers in March 2026 and brings with her 30 years of experience in the financial services industry. She has previously worked for providers such as Canada Life, Legal & General and Family Assurance. Prior to joining CBFA she was a pensions analyst with Mercer. Out of the Office Helen […]
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 […]
Judy Denton
Sales Support Judy joined Coole Bevis Wealth Management in May 2026, from a background in Financial Services and Wealth Management. As part of the Sales Support team, she provides support to Advisers and Paraplanners. She brings experience from providers such as Mercer and Nomura Asset Management and prior to joining CBFA, she was Business Support for […]
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 […]
Maisie Powell
Data & Support Administrator Maisie joined Coole Bevis Wealth Management in 2026 and brings four years of administration and customer service experience from the NHS and the life insurance sector. She covers the team’s operational support from running MI reports and generating invoices, to making sure our database stays up to date. Maisie enjoys supporting the team […]
