1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Wiltshire
  8. breadcrumb-arrow
  9. Chippenham
  10. breadcrumb-arrow
  11. Bankhouse Financial Management Ltd

Bankhouse Financial Management Ltd

Independent Financial Adviser  3 Byron House, Chippenham, Wiltshire, SN14 6RZ
check
FCA authorised
Last authorised 1st March 2021
Traditional values, modern thinking
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR William Fuller Cert PFS
Executive Director
MR Colin Perryman Cert PFS
Executive Director
About us

Bankhouse Financial Management Ltd is a fast growing client focused business. Our team of
2 advisers, who are supported by our highly trained administration staff, offer face to face personalised advice. We have a wide spectrum of knowledge and expertise in areas ranging from investments to more complex tax planning issues, through to retirement planning and mortgages.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

3 Byron House, Lansdowne Court, Bumpers Farm, Chippenham, Wiltshire, SN14 6RZ

Similar advisers near you

Synthesis Wealth Management
Independent Financial Adviser 0.35 mi
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
 
See profile
Elissa Groves at AFH Wealth management
Independent Financial Adviser 1.28 mi
My clients own planning needs, are pinnacle to my work ethos. 25yrs experience, I can assure the best advice available.
 
See profile
The Private Office
Independent Financial Adviser 1.59 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile
Cepen Independent Financial Advice
Independent Financial Adviser 1.96 mi
I offer bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection, backed by 25 years experience of providing advice centred around your requirements.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.