Coach House Wealth Solutions Limited

Restricted - Whole of Market  Coach House Annexe, Gloucestershire, Cheltenham, GL50 4JF
Helping you obtain financial freedom so money is never a worry! Life is not a dress rehearsal
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Lump sum
check
Regular savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Chris Durkan
Financial Adviser

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.

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

Where to find us
Head office address: Coach House Annexe, 34 Wellington Lane, Gloucestershire, Cheltenham, GL50 4JF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    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.

Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Independent Financial Adviser 0.51 mi
 
 
Independent Financial Adviser 0.51 mi
Invest yourself, Protect yourself, Bee yourself.
 
Independent Financial Adviser 0.52 mi
We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
Independent Financial Adviser 0.52 mi
Our aim is simple: to provide clear, independent, professional advice in a timely manner through accessing a full range of financial solutions from the whole of market.