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.
Founded with the express intention of helping clients achieve the best possible outcomes through more informed decision-making, we are centred on delivering a tailored service to individuals, families, professionals, business owners, and trustees.
The firm is made up of a select team of experienced experts, with a shared purpose to build lasting, meaningful relationships, based on skill, trust, integrity, and superior service.
Leeds Office
Joseph O’Shea
Chartered Financial Planner
M: 07986 533885
Joe has over 20 years of experience in the financial services industry. He is a Chartered Financial Planner with a proven track record of taking a proactive, informed approach to any financial planning challenge.
Previously a founding partner of an established national advice business, Joe brings considerable expertise to Cove, along with a talent for simplifying the complex.
Tom Frane
Independent Financial Adviser
M: 07711 819913
Tom was an integral force in building a business that ultimately became part of a successful national wealth management firm. He has worked in several established companies, advising high-net-worth families, business owners, and trustees.
Tom’s keen interest in investment markets and performance, paired with his experience in investment analysis and research, enhances his advisory role at Cove.
Adam Lee
Paraplanner and Technical Support
Adam is a Chartered Financial Planner with over 18 years of experience in the financial services industry. As a Paraplanner, Adam performs a crucial role in achieving the best outcomes for clients through in-depth analysis, complex calculations, and comprehensive financial planning.
His dedication to quality, truly independent, and client-focused planning aligns perfectly with Cove’s commitment to delivering excellent client outcomes.
Lizzie Jevons
Client Support Manager
Lizzie is an experienced Client Support Manager with over a decade of experience in the financial services industry. Throughout her career, she has been dedicated to improving client experiences through focused support, building strong relationships, and understanding how efficiency helps achieve the best outcomes for clients.
Recognised for her communication skills and attention to detail, Lizzie consistently ensures that client needs are met with efficiency and professionalism.
Maikay Davey
Administration Assistant
Maikay joined Cove in 2022, bringing invaluable experience from her background in business accounting and administration. Already an essential member of the team, Maikay brings efficiency and client focus to the business, helping deliver on our service standards and best outcomes for clients.
She enjoys working in a firm that prioritises clients, embodying Cove’s ethos.
Ilkley Office
Becky and Patrick operate from our office in Ilkley, trading as Trigpoint Financial Planning. For more information, please visit www.Trigpointfp.com