Having lived in Wiltshire all his life, Cole takes pride in offering a personal, trustworthy, and relationship-focused service to his local community and beyond. Self-funded and driven, he operates with complete integrity and a genuine commitment to his clients’ best interests.

Cole’s approach is built on integrity, transparency, and long-term relationships, ensuring that every client feels confident and supported throughout their financial journey. He offers initial meetings with no obligation or fee, giving prospective clients the opportunity to discuss their goals and explore how he can help, in a relaxed, pressure-free setting.

Highly regarded through the London Institute of Banking & Finance, Cole is respected for his professionalism, expertise, and client-first approach. Whether clients are planning for retirement, investing for the future, managing tax efficiently, or building and protecting wealth across generations, Cole is dedicated to helping them achieve lasting financial confidence and security.