Wealth Management

Wealth Management

Coole Bevis Wealth Management (CBWM) is a joint venture between Coole Bevis LLP and Carpenter Box Accountants.

As an independent financial advisor, CBWM aims to offer a comprehensive, independent financial planning service for clients. It is licensed to provide financial advice in the following areas:-

  • Personal Protection
  • Income Protection
  • Pension
  • Savings
  • Investments
  • Inheritance Tax Planning

Advisers from CBWM will consider all of an individual’s circumstances including tax planning issues such as capital gains tax, corporation tax, personal income tax allowances etc. They meet all necessary regulatory and compliance requirements, whilst seeking to present their advice in a clear and unambiguous way.

WEALTH MANAGEMENT TEAM

Over 15,500 completed purchases

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OUR OFFICES

Brighton Solicitors

Lanes End House,
15 Prince Albert Street,
Brighton BN1 1HY
t. +44 (0)1273 323231
f. +44 (0)1273 820350
info@coolebevisllp.com

Horsham Solicitors

14 Carfax,
Horsham,
West Sussex RH12 1DZ
t. +44 (0)1403 210200
f. +44 (0)1403 241275
info@coolebevisllp.com

Hove Solicitors

79 Church Road,
Hove,
East Sussex BN3 2BB
t. +44 (0)1273 722532
f. +44 (0)1273 326347
info@coolebevisllp.com

Worthing Solicitors

5 The Steyne,
Worthing,
West Sussex BN11 3DT
t. +44 (0)1903 213511
f. +44 (0)1903 237053
info@coolebevisllp.com