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Contact Cove Financial Planning

Cove Financial Planning

Posting for 9+ months

Cove Financial Planning

Cove Financial Planning avatar
Cove Financial Planning
5.0
(3 reviews)
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Overview

  • Operates in United Kingdom
  • Posting since 2025

Portfolio

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Services

Financial Advisors
Business Financial Planning
Inheritance Tax Planning
Investment Advisors
Key Person Insurance
Life Insurance
Pensions and Incentives
Personal Finance Instruction

Description

Cove was established to provide a responsive, high quality, and truly personalised service, driven by the needs of our clients.

We deliver expert financial planning, wealth management, and investment advice, with a forensic focus on detail to ensure that client demands are best met.

Founded with the express intention of helping clients achieve the best possible outcomes through more informed decision-making, we are centred on delivering a tailored service to individuals, families, professionals, business owners, and trustees.

Our Services

- Pensions and Retirement Planning
- Investment Advice and Wealth Management
- Tax and Estate Planning
- Advice for Business Owners
- Cash Management
- Specialist Services (Personal Injury, Clinical Negligence, Divorce)

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Reviews (3)

Please note: any reviews provided by our partner, Bark are not managed or verified by Gumtree.

5.0out of 5
3 reviews
Louise
24 January 2025
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Brilliant service - efficient, professional, knowledgeable and very cost-effective. I've achieved a better outcome than I had hoped for.

Elizabeth
24 January 2025
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Very knowledgeable, approachable and put me at ease throughout the process. You can really tell they have their clients best interests at heart.

Ben
24 January 2025
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Tom and the team at Cove were fantastic. Tom talked through my situation (I’m looking to retire - pensions, investment and inheritance tax planning all of concern) - he was thorough, knowledgeable and informative. The initial call alone was very helpful, and this was free of charge. Tom outlined his costs to help, which were very good value and transparent - fixed fees agreed upfront. The work he has delivered since engaging has been exceptional, and I would highly recommend.

Q&As

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Other services offered

Pensions and Retirement Planning

Investment Advice and Wealth Management

Tax and Estate Planning

Services