27+ years experience
PFS Certified
3000+ network of financial advisors
“We are part of the Quilter Financial Planning Network, a network of more than 3000 financial advisers throughout the UK.”
Coach House Wealth Solutions was founded in 2003, and has grown over this time with our head office based in Cheltenham, we are ideally positioned to service our clients around the UK. We are part of the Quilter Financial Planning Network, a network of more than 3000 financial advisers throughout the UK. This connection gives us access to a broader range of products, which provides you with more choices financially and the confidence that we are compliant with current regulations.
Chris Durkan Cert PFS has been in the industry since 1996 and is at the helm of our business. He is committed to the sound financial advice we provide, and that is why we follow a four-step process to understand your needs, plan, implement and review progress of any recommendations made.
Your financial adviser is experienced, qualified and dedicated. Your financial freedom is at the centre of our business model, so we will instil trust by listening first, being open and honest with our advice and fees, provide clear information on your choice and ongoing financial progress and be available when you need us the most.
OUR COMMITMENT TODAY
Our mission is to provide the highest quality financial advice that follows our four-step process of understanding, planning and implementing and regularly reviewing our customers’ financial progress against their goals. While being clear in our process, we also commit to being transparent with our charges and provide comprehensive information on our customers’ finances that are managed by us.
VISION OF OUR FUTURE COMMITMENT
Our mission is to provide the highest quality financial advice that follows our four-step process of understanding, planning and implementing and regularly reviewing our customers’ financial progress against their goals. While being clear in our process, we also commit to being transparent with our charges and provide comprehensive information on our customers’ finances that are managed by us.
Our Process
Financial freedom is achieved by building, protecting and managing your money.
Our four-step process begins by understanding your financial circumstances and aspirations, proposing a plan to realise them, implementing the plan and reviewing progress over time.
Understanding You
By gathering information from you, we will find out about any plans you already have in place and be able to use these as the foundations for any recommendations. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve. At this stage, you will find out what to expect from us and how you will benefit from using us.
CLEAR INFORMATION ON OUR CHARGES
You will receive clear details on what the total charge is, the advice or service it relates to, how we’ve calculated it and when you need to pay. You are not obliged to implement any of our recommendations. However, we may still charge a fee for our advice.