Coach House Wealth Solutions Limited

Restricted - Whole of Market Coach House Annexe, 34 Wellington Lane, Gloucestershire, Cheltenham, GL50 4JF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Helping you obtain financial freedom so money is never a worry! Life is not a dress rehearsal
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Chris Durkan
Financial Adviser
Where to find us

Coach House Annexe, 34 Wellington Lane, Gloucestershire, Cheltenham, GL50 4JF

Make an enquiry
About us

Coach House Wealth has been trading for over 15 years specialising in providing holistic financial advice based on your current situation, goals and existing solutions already in place.

Our solutions will be cost effective and tax efficient helping you build a solid financial foundation for your future.

Our services

Clients feel confident that they are receiving good advice based on their circumstances. Clients also like the fact that our fees are transparent and fair and commensurate to the work being undertaken.

Our specialities include: Retirement Planning, Wealth Management, Cash Flow Modelling, Pension Freedoms, Life Cover, Critical illness, Income Protection, Mortgages, Auto Enrolment, Business Protection, Inheritance Tax Planning and Estate Preservation

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000