Welcome to Cole Financial Associates

Professional, Reliable, Down-to-earth, Personable   I provide high quality 'peace of mind' financial planning for those looking to preserve and help to grow their financial assets with an understanding of where they are now and how they can reach their goals.   Stephen Cole, Director

Promotions

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Testimonials

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Very simply Steve has demystified the subject of pensions for my wife and I, providing a very clear analysis of what our assets are and how best to organise them for later life and succession. He is extremely courteous, approachable, professional and about all he makes you feel like a truly valued c...
Shaun Wyles| Company Director, Dorking

SJP Approved 15/12/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Cole Financial Associates is a trading name of Cole Financial Associates Limited. Cole Financial Associates Limited is registered in England and Wales, Number 11387487. Registered Office: Oyster Hill Forge Clay Lane, Headley, Epsom, Surrey, KT18 6JX.