We provide independent advice on a wide range of financial services, helping people achieve their financial goals. Working in partnership with you and other trusted professional advisers we will help you to build your wealth, protect it, and pass it on to future generations. No matter what your financial concern or complexity, we can provide advice and guidance across your entire affairs.
Old Bank Wealth Management is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority.
TenetConnect Services Ltd is entered on the Financial Services register (https://www.fca.org.uk/register) under reference 150643. Principal - Marvin Evans.
The guidance contained within this website is subject to UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Old Bank Wealth Management is based in Chipping Sodbury, managing clients' assets within a 100 mile radius, as well as providing local financial advice to clients in Bristol, Bath, Chippenham, Yate and Emersons Green as well as all the outlying towns and villages.