Business Details
8 Years
experience
Trusted Financial Advisers in Swindon
Coe Captial Wealth Management was founded in 2018 but traces its roots to 1978 when our chairman began his career in financial services. We specialise in providing tailored wealth management solutions to individuals and businesses across the UK, combining over 130 years of collective team experience with a commitment to long-term client relationships. Our approach focuses on building, growing, protecting, and preserving wealth through intergenerational planning and face-to-face advice. As an Appointed Representative of St. James's Place Wealth Management plc, we maintain rigorous professional standards while delivering personalised financial strategies. Our family-led team prioritises client needs, offering expertise in retirement planning, investment management, and protection planning.We work closely with clients to develop evolving financial plans aligned with their goals, supported by our extensive industry knowledge and regulatory compliance. Our practice has been shaped by 40 years of market experience, ensuring we remain well-positioned to navigate complex financial landscapes. We pride ourselves on transparency, integrity, and the ability to explain complex financial concepts in accessible terms. Our clients benefit from consistent service delivery, regular portfolio reviews, and a focus on building trust through ethical practices. With offices in Swindon, we serve clients nationwide, maintaining a client-centric ethos that has earned numerous recommendations and long-term partnerships.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Details
- Year established: 2018
Highlights and features
- We maintain long-term client relationships built on trust and transparency
- Our team offers over 130 years of combined financial services experience
- We provide face-to-face advice tailored to individual circumstances
- We specialise in intergenerational wealth planning and complex financial strategies
- Our practice combines family-led service with institutional-grade expertise
Associations and certifications
- Financial Conduct Authority
- St. James's Place Partnership
What people say
Sound and trustworthy advice
Professional and knowledgeable team
Personalised financial strategies
Exceptional long-term service
Helped achieve financial goals
Services
Investment Management
We create tailored investment strategies aligned with your financial goals and risk tolerance. Our approach combines market expertise with regular portfolio reviews to ensure optimal performance. Clients benefit from access to St. James's Place's investment solutions and our team's 40 years of market experience.
Retirement Planning
Our retirement planning service helps clients build sustainable income streams for their later years. We specialise in pension consolidation, tax-efficient withdrawals, and intergenerational wealth transfer strategies. Regular reviews ensure plans adapt to changing circumstances and legislation.
Protection Planning
We design comprehensive protection strategies to safeguard your financial future against unforeseen events. This includes life insurance, critical illness cover, and income protection policies tailored to individual circumstances and family needs.
Corporate Services
Our corporate services support business owners with succession planning, key person insurance, and employee benefits packages. We help entrepreneurs develop growth strategies and exit plans while maintaining business continuity.
Mortgage Advice
We provide specialist mortgage advice covering residential and buy-to-let financing options. Our service includes remortgaging strategies, first-time buyer support, and advice on tax-efficient property investment structures.
People
David Coe
Founder & Chairman
With 40 years in financial services, David established Coe Captial Wealth Management in 2018. He specialises in long-term wealth planning and intergenerational transfers, maintaining direct client relationships while overseeing strategic direction.
Ian Gill
Senior Adviser
Ian provides expert financial advice to high-net-worth individuals, focusing on retirement planning and investment management. Recognised for his client-centric approach, he has received multiple recommendations for his clear communication and tailored solutions.
Elliott
Financial Adviser
Elliott specialises in first-time buyer support and savings plans, helping young professionals build wealth. His approach combines technical expertise with accessible explanations, as demonstrated through successful client outcomes like first-home purchases.
Natalie
Wealth Manager
Natalie focuses on family wealth planning and protection strategies. She works closely with clients to develop comprehensive financial plans that evolve with changing family circumstances and market conditions.
Joanne
Client Services Director
Joanne oversees client relations and service delivery, ensuring consistent communication and support. Her role involves coordinating the team's efforts to maintain the practice's high service standards and client satisfaction levels.
Questions
What areas do you cover?
We provide financial advice to clients across the United Kingdom from our Swindon office.
How are your services charged?
Our charging structure is transparent and discussed upfront, typically based on the complexity of your financial situation and required services.
What investment options are available?
We offer access to St. James's Place's comprehensive range of investment funds and solutions, tailored to individual risk profiles and goals.
How often are reviews conducted?
We recommend regular portfolio reviews at least annually, with additional check-ins as needed for significant life changes or market events.
Can you help with business financial planning?
Yes, we specialise in corporate services including succession planning, key person insurance, and business exit strategies.
What makes you different from other advisers?
Our combination of 40 years' experience, family-led approach, and access to St. James's Place resources creates a unique client experience focused on long-term relationships.
