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.
Our Team
Joseph O’Shea
Director
Chartered Financial Planner
M: 07986 533885
Joe has over 25 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
Director
Chartered Financial Adviser
M: 07711 819913
Tom played an integral role in building a business that became part of a successful national wealth management firm. A Chartered Financial Planner, he has advised entrepreneurs, senior executives, high-net-worth families, and trustees across several established firms.
With a strong interest in investment markets , combined with deep experience in investment analysis and research, Tom brings valuable insight to his advisory role at Cove.
Adam Lee
Senior Paraplanner and Technical Support
Chartered Financial Planner
Adam is a Chartered Financial Planner with two decades of experience in financial services. As a Paraplanner, he plays a pivotal role in delivering the best outcomes for clients through detailed analysis, complex calculations, and comprehensive financial planning.
His commitment to high-quality, independent, and client-focused advice aligns seamlessly with Cove’s dedication to achieving excellent client outcomes.
Lizzie Jevons
Client Support Manager
Lizzie is our Client Support Manager with more than ten years’ experience in financial services. She focuses on enhancing the client experience through attentive support, efficient processes, and strong, long-term relationships.
Known for her clear communication and meticulous attention to detail, Lizzie ensures clients receive a seamless and professional service.
Maikay Davey
Administration Assistant
Maikay brings valuable experience in business accounting and administration. An integral member of the team, she combines efficiency with a strong client focus, helping to deliver on our service standards and support the best outcomes for clients.
She values being part of a firm that places clients at the heart of everything, reflecting our ethos.