Wealth Management

Wealth Management

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

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

  • Pensions and Retirement Planning
  • Savings and Investments
  • Inheritance Tax Planning
  • Personal and Business Protection
  • Later Life Planning
  • Corporate Financial Planning
  • Automatic Enrolment

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.

Please visit the Coole Bevis Wealth Management website for further information on their services to private clients and businesses, and to meet the team.

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OUR OFFICES

Brighton

Lanes End House
15 Prince Albert Street
Brighton
BN1 1HY
t. 01273 323231
f. 01273 820350
info@coolebevisllp.com

Horsham

14 Carfax
Horsham
West Sussex
RH12 1DZ
t. 01403 210200
f. 01403 241275
info@coolebevisllp.com

Hove

79 Church Road
Hove
East Sussex
BN3 2BB
t. 01273 722532
f. 01273 326347
info@coolebevisllp.com

Rose Green

4 Nyetimber Lane
Rose Green
West Sussex
PO21 3HG
t. 01243 263658
f. 01243 262370
info@coolebevisllp.com

Worthing

5 The Steyne
Worthing
West Sussex
BN11 3DT
t. 01903 213511
f. 01903 237053
info@coolebevisllp.com