A trusted, local perspective where you control the pace...
About Me
I am your dedicated Financial Adviser, committed to helping individuals and businesses take control of their financial futures. I provide expert advice on pensions, investments, mortgages, protection, tax planning, inheritance tax mitigation, and generational wealth strategies, guiding my clients to make informed decisions that align with their personal and professional goals. Having lived in Wiltshire all my life, I take pride in offering a personal, trustworthy, and relationship-focused service to the community and beyond. Self-funded and driven, I operate with complete integrity and a genuine commitment to my clients’ best interests.
My approach is built on integrity, transparency, and long-term relationships, ensuring that every client feels confident and supported throughout their financial journey. I offer initial meetings with no obligation or fee, giving prospective clients the opportunity to discuss their goals and explore how I can help, in a relaxed, pressure-free setting.
Whether clients are planning for retirement, investing for the future, managing tax efficiently, or building and protecting wealth across generations, I am dedicated to helping them achieve lasting financial confidence and security.
Outside of my professional life, I am a keen musician and a proud father of three boys- including a pair of twins. I value family, community, and balance, principles that also underpin my approach to financial advice.
"It was clear from the first meeting Cole’s calm, confident, professional and knowledgeable approach was precisely what we needed in a financial advisor."
Proud to make a difference...
I am a member of the Trowbridge Chamber of Commerce. Please click the logo to find out more about the amazing things this encourages
I am proud to serve as Treasurer and a Trustee of the Trowbridge Town Hall Trust. Being involved with such an important local organisation allows me to support the preservation and future development of a valued community asset, while helping ensure it continues to serve the people of Trowbridge for generations to come.
In addition, I am proud to serve as a Trustee of the Leigh Park Community Centre, supporting a community-focused organisation that provides valuable facilities, activities, and opportunities for local people. Community involvement is something I care deeply about, and I enjoy being able to contribute my time and experience to causes that make a positive local impact.
I’m also an active member of the White Horse Business Group and Calibre100, where I enjoy building strong relationships with other local business owners and professionals across the region. Being involved in these networks allows me to stay connected to the local community, support other businesses, and continue developing my knowledge and professional network to better support my clients.
