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Cove Financial Planning

LS1, Leeds

(3)
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About

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.

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12 min response time

Reviews (3)

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5/5

3 customer reviews

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24 January 2025

Brilliant service - efficient, professional, knowledgeable and very cost-effective. I've achieved a better outcome than I had hoped for.

24 January 2025

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

24 January 2025

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.
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Q&As

Providing a truly independent and personalised service, to help customers achieve the best outcomes.

Many financial advice firms provide a restricted range of products, investments and services. We started our business to provide truly objective, unrestricted and personalised advice.

Friendly, experienced and approachable. We keep a forensic eye on costs, and only work with you when we genuinely believe we can help and add value.

Do get in touch if you'd like to arrange an initial, no obligation meeting to discuss how we might be able to help. T: 07711 819913 E: tom.frane@covefp.co.uk

We can meet online, face to face in the comfort of your own home, at our office, or a location to suit you.

Services

Specialist planning in areas such as Personal Injury, Clinical Negligence and Divorce