A Holistic Financial Planning Service Designed for Business Owners by Business Owners

PROTECT YOUR FAMILY. SAFEGUARD YOUR ASSETS. PAY LESS TAX.

What we do

Financial freedom is achieved by building, protecting and managing your money.

We would like to help you to realise that vision, so we will instil trust by listening first, being open and honest with our advice and fees, provide clear information on your choices, ongoing financial progress and be available when you need us the most.

Our four-step process begins by understanding your financial circumstances and goals, proposing a plan to realise them, implementing the plan and reviewing progress over time.

After we have assessed your needs, we will advise and make recommendations for you, but will only offer advice from a panel of leading investment and insurance companies.

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


A Holistic Financial Planning Service Designed for Business Owners by Business Owners

PROTECT YOUR FAMILY. SAFEGUARD YOUR ASSETS. PAY LESS TAX.

SERVICES

Personal Wealth

We can help you to achieve financial freedom through the management and planning of every financial touchpoint in your life, from your mortgage, tax planning and investments through to protecting your money with insurance and putting in place wills and trusts.

The FCA do not regulate Wills, Tax Planning and Trusts. You should also be aware that your home may be repossessed if you do not keep up repayments on your mortgage.


Business Wealth

We can help you to realise your goals for your business by offering advice while ensuring we help you to protect not only your finance and assets but the key people within your business too. We identify potential pitfalls at an early stage, so we can work together to get the financial security you need both now and in the future.

testimonials

What they say

CARL TRIMBLE

BESPOKE FACILITIES MANAGEMENT, OWNER

The professional advice and seamless support that we receive from Chris and the Coach House Wealth team is first class and nothing is too much trouble when dealing with new employees and also business planning. As a true partner and an extension to our team it’s a pleasure to work with everybody associated with Coach House Wealth Solutions.

NICK & EMMA RIMEs

RIMES PROPERTIES LIMITED, OWNERS

Chris has been completely professional, very thorough , and most importantly, very clear in explaining what are quite complex scenarios in layman’s terms. Chris has made the process a very simple one and we look forward to concluding and continuing to monitor our financial situation with his help going forward.

Blog Posts

Contact Information

Find us:  First Floor, The Coach House Annexe
Wellington Lane, Cheltenham, GL50 4JF

Email:  chris@coachhousewealth.co.uk

Phone:  01242 323223

the service was exceptional

John Rodgman

We found working with Coach House Wealth Solutions very straightforward. Chris delivered exactly what we expected and ensured there was nothing that we did not understand along the way. The service was exceptional and we were given an in depth insight into our situation and options. I would not hesitate to recommend Coach House Wealth Solutions in the future.

>