Bankhouse Financial Management Ltd

Independent Financial Adviser  3 Byron House, Chippenham, Wiltshire, SN14 6RZ
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FCA authorised
Last authorised 19th October 2020
Traditional values, modern thinking
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
William Fuller Cert PFS
Executive Director
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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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