Coe Captial Wealth Management

Coe Capital Wealth Management Ltd, a company registered in England and Wales, was established in September 2018. However, the journey to becoming Coe Capital Wealth Management began much earlier, in 1978, when our Founder and Chairman David embarked on his career in the financial services industry. David's vision was to build a family business that would provide a comprehensive wealth management service, delivering specialist face-to-face advice with the aim of building long-term trusted relationships focused on delivering the best possible outcomes for clients.

Today, Coe Capital Wealth Management is a result of this vision, a firm that has grown through the years, with the entire family invested in delivering a wealth management service with integrity and values that put the client at the heart of the Practice. Our team, with over 130 years of industry experience collectively, is committed to providing the highest standard of advice. We do not provide 'off-the-shelf' solutions; instead, we put our clients at the heart of everything we do.

Our team specialises in providing high-quality advice on many aspects of wealth management, working with clients to help them achieve their financial goals. We take pride in building long-term relationships with our clients, providing a wide range of services whether they are looking to build, grow, protect or preserve their wealth.

Our Services

At Coe Capital Wealth Management, we provide a comprehensive range of services tailored to our clients' needs. Our services include:

• Wealth Management: Our wealth management services are designed to help clients grow, protect, and preserve their wealth. We work closely with our clients to understand their financial goals and develop a customised plan to help them achieve those goals.
• Retirement Planning: Our retirement planning services help clients prepare for their post-career lives. We help clients understand their retirement income options, maximise their pension contributions, and create a retirement plan that aligns with their lifestyle goals.
• Investment Advice: Our investment advice services are designed to help clients grow their wealth. We provide advice on a wide range of investment options, including individual savings accounts (ISAs), collective investments, and shares.
• Inheritance Tax Planning: Our inheritance tax planning services help clients protect their wealth for future generations. We provide advice on how to structure clients' estates to minimise inheritance tax and ensure their wealth is passed on to their loved ones in the most tax-efficient way possible.
• Protection: Our protection services help clients protect their families and businesses from unforeseen events. We provide advice on life insurance, critical illness cover, and income protection.

At Coe Capital Wealth Management, we understand that every client is unique. That's why we do not provide 'off-the-shelf' solutions. Instead, we put our clients at the heart of everything we do, providing tailored advice and solutions that align with their financial goals and values. Our team is committed to building long-term relationships with our clients, providing ongoing support and advice as their financial needs and goals evolve over time.

Meet the Team

Our team at Coe Capital Wealth Management is our greatest asset. We have a team of experienced and qualified professionals dedicated to providing the highest standard of advice and service. Our team includes:

• David M. Coe: Founder and Chairman, with over 40 years of experience in the financial services industry.
• Natalie: Managing Director, with over 20 years of experience in financial services.
• Joanne: Director, with over 15 years of experience in financial services.
• Ian: Director, with over 10 years of experience in financial services.
• Elliott: Financial Adviser, with over 5 years of experience in financial services.

Each member of our team is committed to building long-term relationships with our clients, providing tailored advice and solutions that align with their financial goals and values. We take pride in our ability to provide a comprehensive range of services, from wealth management and retirement planning to investment advice and protection.

At Coe Capital Wealth Management, we are proud of our heritage and our commitment to building long-term trusted relationships with our clients. We look forward to working with you and helping you achieve your financial goals.