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.
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.
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.
