Welcome to Cole Wealth Management

Based in Somerset and Devon, we work in collaboration with individuals and businesses to assist them in making better financial decisions, whilst providing bespoke advice in order to help achieve all long-term financial goals and aspirations.

Our primary focus has always been on building close-knit client relationships, with emphasis on the attention to detail. We are a fully qualified member of the Society of Later Life Advisers (SOLLA) and also licensed to provide Final Salary Pension advice.


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Testimonials

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Martyn has given sound financial advice for many years especially regarding my pensions which were accumulated into 'one pot' and the growth has been excellent. Service exceptional and always available to assist in how to invest. I highly recommend him to anyone.
Andrew Teal, Retired Engineer, Bridgwater
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SJP Approved 02/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Cole Wealth Management Ltd is registered in England and Wales, Number 13249926. Registered Office: 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR.