Coach House Wealth Solutions Limited
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.
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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
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.
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
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Face to face
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.
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