At Coole Bevis Wealth Management, we take a collaborative and pro-active approach. Our dedicated team are enthusiastic, knowledgeable and friendly, and they’re committed to working hard for you.
Grow and protect your wealth with confidence.
Get in touch to learn how our disciplined investment approach can help you achieve your financial goals.
Risk Warnings
• The value of your investment may go down as well as up, and you may not get back what you initially invested.
• HMRC may change the tax rules and regulations.
• Business Relief rates and thresholds are subject to change and may differ between the time of investment and the time of death.
• Unlisted investments may be illiquid and difficult to sell. If sold, you may not receive the full value of the investment at the time of sale.
• Business Relief is assessed on a case-by-case basis by HMRC, who have the final decision on whether an investment qualifies for Business Relief purposes.
Regulatory Disclosure
Freyr Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number 1016385.
Freyr Investment Management Limited is registered in England & Wales under Company House number 15490639.
Registered office: Crescent House, Crescent Road, Worthing, West Sussex BN11 1RN