Our comprehensive service offering reflects our tried and tested four-step process to building, managing and protecting your finances to achieve your financial aspirations. We are qualified and have the expertise to offer you a broad range of financial products, giving you more choice and ensuring that what we recommend is a good fit to your circumstances, aspirations and potential future changes.

The FCA do not regulate Wills, Trusts and Tax Planning. It should also be noted that the value of pensions and investments can fall as well as rise, you may get back less than you invested. If you do not keep up repayments on your mortgage, your home may be repossessed.

Personal Wealth Planning

  • Pension planning

    We will work with you to plan, implement and review new and existing pensions to achieve your financial goals in retirement. We have experience with Personal Pensions, SIPPs, pension reviews, pension consolidation, annuities and income withdrawal.

    The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

    Fees are charged for pension planning and will be quoted before the service commences. Please remember that any investments can go up or down in value.

  • Investments

    We can help you to understand your investment options so that you can realise your financial aspirations. We offer advice on ISAs, collective investment accounts, general investment accounts, unit trusts, VCT/EIS and OEICs.

    The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

    Fees are charged for investments and will be quoted before the service commences. Please remember that any investments can go up or down in value.

    EIS's and VCT's invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

  • Cashflow Modelling

    We use specialist software to create detail lifetime cashflow forecasts that help our clients understand just how much money they will need to attain their financial goals and dreams. These cashflows will help determine if the goals and expectations of each client are realistic and more importantly achievable.

    What is cashflow modelling? Click here to find out more:

    Coach House Wealth Solutions - What is cashflow planning? from CashCalc

  • Protection

    Protecting your finances is very important to us and gives you peace of mind, that is why we offer protection advice on the benefits that life cover, critical illness, income protection, medical insurance and family income benefit can provide.

    We receive a commission from protection providers where a policy is put in place.

  • Mortgages

    Our comprehensive mortgage advice service includes residential and buy-to-let lending. We have relationships with both high-street and specialist lenders and their underwriting teams, so we can identify pitfalls in applications early, ensure that your mortgage is well suited to your circumstances and get you a ‘yes’ to funding.

    We perform affordability checks for now, should rates rise and if you stay on the lender’s Standard Variable Rate (SVR). We refer second charge mortgages to a master broker. Fees are charged, and we also receive a procuration fee from the lender. Your property could be at risk if you do not keep up with your mortgage payments. We charge a typical fee of £750 for mortgage arrangement.

    The FCA do not regulate buy to let mortgages.

  • Wills and trusts

    Your will and trusts can be handled by our qualified team of advisers, who will understand your current circumstances and what you would wish to happen to your finances and assets in the future.

    Fees are charged for wills and trusts and will be quoted before the service commences.

  • Tax Planning

    Our tax experts will help you with your tax planning, so you have peace of mind that everything is taken care of.

    Tax Planning is not regulated by the Financial Conduct Authority. 

    Fees are charged for tax planning and will be quoted before the service commences. 

Commercial Wealth Planning

  • Pensions

    Our team of advisers can help your business to set-up and manage auto-enrolment and a variety of company pension schemes including small self-administered schemes (SSAS), self-invested personal pensions (SIPPs), Director and Executive schemes.

    The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

    Fees are charged for pension planning and will be quoted before the service commences. Please remember that any investments can go up or down in value.

    The FCA do not regulate auto enrolment.

  • Corporate investments

    If you are looking to make a commercial investment, our team can help. We will take the time to understand the aspirations you have for your business and propose an investment portfolio that is best suited to achieve them.

    The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

    Fees are charged for investments and will be quoted before the service commences. Please remember that any investments can go up or down in value.

  • Protection

    We understand how important it is to protect the business that you have worked so hard to build, and that is why we offer a comprehensive range of business protection. Our service includes shareholder protection, key-man cover, relevant life, death in service, executive income protection and group schemes.

    We will receive a commission from protection providers where a policy is put in place.

  • Mortgage

    We have excellent relationships with a broad range of lenders and their underwriters; we can source limited company and buy-to-let mortgages for your business. We refer commercial mortgages to a specialist broker panel. Our mortgage experts are adept at identifying potential pitfalls in applications in order to iron them out quickly, find the correct lender and ensure a quick agreement is in place.

    Fees are charged, and we also receive a procuration fee from the lender.

    Your property could be at risk if you do not keep up with your mortgage payments.

    The FCA do not regulate buy to let and commercial mortgages.

  • Business Wills

    Your business wills can be handled by our qualified team of advisers, who will take the time to understand your current circumstances and what you would wish to happen to your finances and assets in the future. Making sure the correct agreements are in place so that the business remains.

    Fees are charged for wills and will be quoted before the service commences.

  • Tax planning

    Our tax experts will help you with your tax planning, so you have peace of mind that everything is taken care of.

    Tax Planning is not regulated by the Financial Conduct Authority.

    Fees are charged for tax planning and will be quoted before the service commences. 

Find out more about our services and understand which service is right for your current financial situation.

TESTIMONIALS

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.


Nick & Emma Rimes

Rimes Properties Limited, Owners

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.


John Rodgman

Borehole Solutions Limited, Owner

I approached Chris to help me with some business protection issues. He had detailed knowledge of the subject was clearly evident from our first meeting and he dealt with my subsequent applications from start to finish in a thorough, efficient and effective way. Chris combines professionalism with an approachable style, which is straightforward and easy to understand. Thoroughly recommended.


Ben Rendell

Berrington Pure Spring Water, Owner

Coach House Wealth Solutions have continually offered good, sound, prompt advice with a friendly approach. Always find the answer through their expansive range of knowledge and experience. A professional and efficient service which I would highly recommend.


John Billing

Pharmacist

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.


Carl Trimble

Bespoke Facilities Management, Owner

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