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

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Financial planning
- Wealth management
Investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection

Make an enquiry Request a call back 01242 393798 Recommend to a friend

Meet our advisers

Chris Durkan

Financial Adviser

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

FP1 - Financial services and their regulation (CII)

This exam accesses understanding of the financial services and their regulation.

FP2 - Protection, savings and investment products (CII)

This exam accesses understanding of protection, savings and investment products.

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

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

Compliance

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

Make an enquiry Request a call back 01242 393798 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Financial planning
- Wealth management
Investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Website

Make an enquiry Request a call back 01242 393798 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01242 393798 Recommend to a friend

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.