Old Bank Wealth Management
was the trading name chosen in 2012 having moved to Old Bank House in Chipping Sodbury in 2010. We are an appointed representative of Tenet Connect Ltd.
TenetConnect is an award-winning financial advice network with over 25 years of experience, £30m net assets, significant cash reserves and three institutional shareholders - Aviva, Standard Life Aberdeen & Aegon.
TenetConnect provide Old Bank Wealth Management with a range of services including quality compliance, technical and research support as well as benefitting from the ongoing professional development to ensure we are up to date with the latest product and market developments.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 79 Broad Street, Chipping Sodbury, BS37 6AD
01454 400040
Business Name
Old Bank Wealth Management
Services Offered
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