Mike Coram Associates

Independent Financial Adviser  39 The Hollow, Bath, Somerset, BA2 1PA
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FCA authorised
Last authorised 1st March 2021
Professional and friendly family firm for three generations, offering independent advice tailored to your specific needs.
We can advise you on
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Annuity purchase
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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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Stakeholder
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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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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 ISA
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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
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Group private medical insurance
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Group risk
Meet our advisers
Michael Coram
MR Bruce Coram
About us

With over thirty years of experience in Financial Advice, we offer a professional and independent service including investments, pensions and protection.
Mike Coram Associates is a family run firm based in Bath providing a friendly and clear service.
An initial meeting will give you the opportunity to discuss your current financial position, aims and priorities.

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

39 The Hollow, Bath, Somerset, BA2 1PA

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