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  11. Coach House Wealth Solutions Limited

Coach House Wealth Solutions Limited

Restricted - Whole of Market  Coach House Annexe, Gloucestershire, Cheltenham, GL50 4JF
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FCA authorised
Last authorised 20th September 2021
Helping you obtain financial freedom so money is never a worry! Life is not a dress rehearsal
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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SIPPs
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Bad credit
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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 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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Mortgage protection
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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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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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Lump sum
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Regular savings
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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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Corporate pension
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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
Meet our advisers
MR Chris Durkan
Financial Adviser
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

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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

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