Old Bank Wealth Management

Holistic Independent Financial Advice & Solutions

We provide objective and independent financial advice to individuals, families, business owners and trustees, tailored to meet your specific needs. 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.

We take clients on a journey to allow them to look into the future, identifying your needs, goals and aspiration, reviewing your progress so far, creating a plan to help you get there.


Join the Sodbury & Yate Business Association

Connect your business with 60 others from the Yate and Chipping Sodbury area for just £50 a year. Through SYBA, you can meet, network, socialise and find the professional help and support you need to grow your business.

Join Us