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For a fee-free, no obligation chat call me on 07359081788
A trusted, local perspective where you control the pace...
About Me
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As a proud Trowbridge native, I have deep roots in this community and a strong commitment to its values. With extensive knowledge in financial advice, I am dedicated to helping individuals, businesses and families navigate their financial journeys. My local perspective allows me to understand the unique needs of our community and the surrounding areas.
I am here to provide personalized guidance every step of the way.
I am a member of the Trowbridge Chamber of Commerce. Please click the logo to find out more about the amazing things this encourages
"It was clear from the first meeting Cole’s calm, confident, professional and knowledgeable approach was precisely what we needed in a financial advisor."
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A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them.
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At this stage of the process, we will agree with you your priorities and the appropriate fees prior to commencing any work.
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We cannot charge you a fee for work completed without your prior agreement.
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Please ensure you are clear about the services you want and how you will pay for them before we proceed with any work that may incur a charge.
We will not exceed a specified budget limit without first consulting with you and receiving your written commitment to proceed further.
The cost of this consultation will be covered entirely by me.
"He is without doubt a giant among financial advisors, and we are lucky to have him on our team! We would thoroughly recommend using his services and expertise."
Services I can provide
Pensions
I can conduct detailed appraisals of existing schemes, safe income levels and a client’s own unique situation, to assist with a stress free retirement removed from complexity (just how it should be)
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The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Investments
Investment planning is usually much more than just about picking a fund. We help guide and advise the people we work with on where it should go and which types are appropriate for each individual’s circumstances and tax position. We work on a long term basis with the vast majority of our clients, to help with ongoing strategies that help fulfill your financial plans. Remember, it’s all about the end goal!
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Mortgages
Protection
Whether this is sourcing the right mortgage in an ever-changing environment, or exploring your current deal, I work closely with hundreds of individuals and families on helping them get set up safely.
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There are a variety of ways that you can protect your home, family, business. I can provide clear advice on all aspects in this area to give you peace of mind and reassurance.
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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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