Coe Capital Wealth Management Ltd was founded in September 2018 however; the journey to become Coe Capital Wealth Management Ltd first began in 1978 when our private client consultant David joined the financial services industry. After a number of years working in a variety of roles within the industry David began providing personal financial advice to individuals and businesses in 1994.
It was in 2003 when David and his wife Mandie established David M. Coe Financial Planning and joined St. James’s Place with an ambition to build a family business that would provide a comprehensive wealth management service, delivering specialist face to face advice with the aim of building long-term trusted relationships focused on delivering the best possible outcomes for clients.
As the business grew so did the team and soon the whole family was fully invested in delivering a wealth management service with integrity and values that put the client at the heart of the Practice.
Some 15 years on and in David’s 40th year within financial services, Coe Capital Wealth Management Ltd was established by Natalie, Joanne, Ian and Elliott with a strong commitment to maintain these values and to ensure that our Practice is best placed to manage the next 40+ years with our clients.
David and Mandie remain an integral part of the Coe Capital Wealth Management Ltd team, which has enabled us to establish Coe Capital Wealth Management Ltd with a foundation of over 130 years of industry experience which has been amassed collectively across the team.
With the financial services industry becoming increasingly more technical and an ever changing landscape which provides individuals with even more choices we remain committed to providing the highest standard of advice. By carrying out our own intergenerational planning within our Practice we have ensured that we are well positioned to work with our clients, their families and friends to deliver the best outcomes for their long-term financial planning needs whilst maintaining the highest level of trusted personal financial advice.