Cole Financial Associates Limited

Cole Financial Associates Limited

Financial-Services

Westerham, Kent
United Kingdom
Company Tagline

A Partner Practice of St. James's Place Wealth Management

Industry Category
Financial-Services
Company Description

Cole Financial Associates Limited is a premier financial services firm committed to providing client-focused solutions. As a Partner Practice of St. James's Place Wealth Management, Cole Financial Associates Limited places clients at the heart of its operations, ensuring a deep understanding of individual and business objectives. The firm delivers tailored strategies designed to meet unique financial planning needs.

Located at 1st Floor, The Crown, London Road, Westerham, Kent TN16 1DJ, GB, Cole Financial Associates Limited offers a comprehensive suite of services. These include protection planning, investment planning, pensions, mortgages, later life care, and inheritance tax planning. Cole Financial Associates Limited is dedicated to offering the highest level of service and building long-term relationships by providing personal financial advice, facilitating regular reviews of financial affairs, and effectively managing investments through a distinctive approach.

Cole Financial Associates Limited strives to keep clients informed of the latest news and changes that may impact their financial situations, ensuring that all dealings are sensitive to their needs. Through a commitment to excellence and a focus on client satisfaction, Cole Financial Associates Limited continues to be a trusted partner in wealth management. We invite the manager of Cole Financial Associates Limited to create a customized and exclusive company showcase and product listing on our platform to further enhance its market presence.

Cole Financial Associates Limited est une société de services financiers de premier plan qui s'engage à fournir des solutions axées sur le client. En tant que partenaire de St. James's Place Wealth Management, Cole Financial Associates Limited place ses clients au cœur de ses activités, en veillant à bien comprendre les objectifs individuels et commerciaux. La société offre des stratégies sur mesure conçues pour répondre aux besoins uniques en matière de planification financière.

Situé au 1st Floor, The Crown, London Road, Westerham, Kent TN16 1DJ, GB, Cole Financial Associates Limited offre une gamme complète de services. Ceux-ci comprennent la planification de la protection, la planification des investissements, les pensions, les hypothèques, les soins de longue durée et la planification de la taxe sur l'héritage. Cole Financial Associates Limited se consacre à offrir le plus haut niveau de service et à établir des relations à long terme en fournissant des conseils financiers personnels, en facilitant des examens réguliers des affaires financières et en gérant efficacement les investissements grâce à une approche distinctive.

Cole Financial Associates Limited s'efforce de tenir ses clients informés des dernières nouvelles et des changements susceptibles d'avoir un impact sur leur situation financière, en veillant à ce que toutes les transactions soient adaptées à leurs besoins. Grâce à un engagement envers l'excellence et à l'accent mis sur la satisfaction de la clientèle, Cole Financial Associates Limited continue d'être un partenaire de confiance dans la gestion de patrimoine. Nous invitons le responsable de Cole Financial Associates Limited à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa présence sur le marché.

Key Personnel / Employees
Lorraine Hearn Kate Kent Kirsty Cribbens DipPFS SOLLA Accredited LaterLife Adviser Philip Robertson DipPFS

Compare Companies Side by Side

Compare Cole Financial Associates Limited with 3 companies in Financial-Services

4 Companies
Comparison Field
Cole Financial Associates Limited
Cole Financial Associates...
Main Company
Throgmorton Associates Wealth Management Ltd
Throgmorton Associat...
View Profile
Seven Hills Wealth Management
Seven Hills Wealth M...
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Fortify Wealth
Fortify Wealth
View Profile
Founded Year
2018
Company Size
51-200 2-10 2-10
City
Westerham, Kent Enderby, Leicestershire London, England
Country
United Kingdom United Kingdom
Skills & Keywords Comparing with main company
10 Total Skills
Financial Services Wealth Management Investment Planning Pension Planning Mortgages Inheritance Tax Planning Financial Advice Protection Planning Pensions Later Life Care
9 Total 1 Common 8 Unique
Match 10%
Common Skills:
Wealth Management
Unique Skills:
Business & Investment Planning Entrepreneur Club* Intergenerational Wealth Planning Long Term Care Protecting You & Your Estate Retirement Planning +2
1 Total 1 Unique
Unique Skills:
Retirement Planning
11 Total 3 Common 8 Unique
Match 30%
Common Skills:
Financial Advice Pension Planning Wealth Management
Unique Skills:
Business Owner Planning Estate Planning Financial Planning Fund Management Insurance Investments +2
4
Total Companies
2018
Oldest Founded
1
Countries
26
Unique Skills

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Alternative Company Names

This company is also known as

Cole Financial Associates Limited 科尔金融联合有限公司 कोल फाइनेंशियल एसोसिएट्स लिमिटेड كول فاينانشال أسوشيتس ليمتد Коул Файненшл Ассошиэйтс Лимитед