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.
GET IN TOUCH - WE CAN HELP
Avoid a Dispute by Knowing your Boundaries Boundaries are everywhere. For our homes and properties, the boundary lines indicate the...
Put Your Faith in a Declaration of Trust
Are you thinking about buying a property with someone else, whether they are your partner, friend, brother or sister,...
Rita Sen Solicitors Celebrates Joining Coole Bevis LLP
Rita Sen Solicitors which has an office in Rose Green, near Chichester has joined leading Sussex law firm, Coole...
Are You in the Dark About Your Right to Light?
It will probably not come as too big a surprise to hear that one of the impacts of the...
Four Questions Commonly Asked by Separating Couples
Julia Dyson, Family Law Partner provides answers to four questions she is often asked by couples that are separating. Can...
Ten Reasons to Use a Solicitors for the Elderly Accredited Lawyer
The decisions and plans you make now will have a huge impact on your later life. Getting them right...
A Quick Guide to Powers of Attorney
Powers of Attorney are often overlooked and not many people are aware of what they are or how they...
One Month to Register Non-Taxable Trusts
The deadline for registrations for non-taxable trusts in existence on 6 October 2020 is 1 September 2022. Those non-taxable...
The Digitalisation of LPAs: The Pro’s and Con’s
Emily Wardrope, Private Client Partner looks at the Government’s announced reforms to the process of setting up a Lasting Power...
No Fault Divorce – An Update by James Leach
The 6th April 2022 heralded a seismic change in the divorce law of England and Wales with the long-awaited...
