Statehouse Financial & Wealth Management


OUR TEAM

We have an established and experienced team working in all divisions of the group with expertise in areas such as financial planning, para-planning, management consultancy, investment strategies, regulatory compliance and business development. 


Nick Cowen Dip.PFS. MIoD.  

- CEO & SENIOR FINANCIAL PLANNER


Paul Robinson Dip.PFS. CertCII(MP)                        

- PRINCIPAL PARTNER & FINANCIAL PLANNER 


James Cowen                         

- FINANCE & ACCOUNTS MANAGER


Sara Haines                          

- HEAD OF PARAPLANNING & CLIENT RELATIONS MANAGER

Lisa Slater-Brooks               

- CLIENT SUPPORT & PARAPLANNER

Caroline Cowen      

- ACCOUNTS ASSISTANT

  


CONTACT US


Statehouse Financial Management Limited 

&

Statehouse Private Wealth Limited 


Suites 4 & 5
The Byre
Lower Hook Farm
Royal Wootton Bassett 

SN4 8EF  


Telephone: 

           SWINDON & STONEHOUSE             

(01793) 744570 

 

                                            LONDON                                            

 (0203) 196 1419 



STATEHOUSE PRIVATE WEALTH LIMITED (FCA no: 589094) is an appointed representative of STATEHOUSE FINANCIAL MANAGEMENT LIMITED (FCA no: 401761), which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England company numbers 06933440 & 04901332.