Cole Financial Associates Limited

Cole Financial Associates Limited is a financial advisory firm that provides financial planning services to assist clients in managing their financial assets. They focus on building relationships with clients and offering advice on various aspects of wealth management.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
1st Floor, The Crown, TN16 1DJ
01959500480
Digital Popularity
Social Media
Competitors
MKM Wealth Management Limited
MKM Wealth Management Limited is a financial advisory firm that provides a wide range of services to help clients build, grow, protect, and preserve their wealth.
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Huke Wealth Management Ltd
Huke Wealth Management Ltd provides bespoke wealth management advice to individuals and businesses in the South East of England, London, and Kent.
Company Details
Cole Financial Associates Limited is operated by Cole Financial Associates Limited and is a Active company incorporated on 30 May 2018 with the registered office located in Worthing, West Sussex. Cole Financial Associates Limited was registered 7 years ago.

Status
Active
Size
Micro
Directors
1
Age
7 years old
Employees
4
Turnover
Unreported
Total Assets
£1.82M
Cash in Bank
Unreported
Total Liabilities
-£1.1M

Director • Financial Adviser • British • Lives in England • Born in Jul 1970
Mr Stephen Michael Cole
PSC • British • Lives in England • Born in Jul 1970
Teams
All
6
Management
4
Administration
3
Other
1
Executive Assistant
Director • Joined Jul 2017
Practice Manager • Joined Sep 2019
Financial Planner, Cole Financial Associates Ltd, Partner Practice Of • Joined Jun 2021
Personal Assistant • Joined Jul 2022
Financial Planner • Joined Oct 2024
Director • Joined Jul 2017
Practice Manager • Joined Sep 2019
Personal Assistant • Joined Jul 2022
Financial Planner • Joined Oct 2024
Executive Assistant
Practice Manager • Joined Sep 2019
Personal Assistant • Joined Jul 2022
Financial Planner, Cole Financial Associates Ltd, Partner Practice Of • Joined Jun 2021