Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
This is as true today as it was when I started in Financial Services, back in 1987. I passionately believe in Financial Planning and with all the technology available to people today, this can create more questions than answers. Face to face advice is as important today, as it has always been, in an ever changing financial world.
When Will and I started Bankhouse back in January 2004, it was based on providing a face to face service to our clients. Our motto has always been "Modern thinking and traditional values".
The starting point to any good client relationship is the ability to listen to their needs and aspirations and our ability to highlight aspects that they may not have thought about. Bankhouse will then create a plan that helps towards satisfying those needs and achieving our client's goals.
This philosophy has helped us create long standing relationships and trust with our clients and in many cases we are now helping our client's children!
I specialise in:
• Preserving wealth
• Protecting family wealth and loved ones
• Inheritance Tax (IHT) planning
• Investment management
• Retirement planning advice
• Long Term Care planning
My clients include:
• Small business owners and entrepreneurs
• Individuals at or near retirement
• High-net worth individuals
• Partners of Accountancy and Solicitor firms
I am married to Lizzie and we have three grown up daughters, Sam, Charlotte and Hollie. We have two lively Dalmatians called Rio and Raffa (who are very much a part of BHFM!) and we have two cats that we rescued, Mr Bumble and Mr Tibbs.
Kelly Perry - Paraplanner to Colin Perryman
Kelly has worked in Financial Services since the age of 16, initially for Allied Dunbar (Zurich) where she worked within their Customer Service Teams and then moved into compliance. She left Zurich and starting working for Bankhouse Financial Management in 2005 and she is now Colin Perryman’s Paraplanner. She has a good working knowledge of all financial services products and she assists Colin in his role as Compliance Director.
Kirsty Newman - Client Services Team Leader
Kirsty has spent nearly 20 years working for financial advisers in the M4 corridor, starting in 2003 for a small adviser firm in Wantage, she moved to Bankhouse in early 2010. Initially she was employed as an administrator but quickly progressed to become Team Leader.
Freya Payne - Client Services Administrator
Freya recently completed her degree at Bath Spa University and joined the company in 2019 and is one of our Client Services Administrators.
Lizzie Perryman - Income and Office Manager
Lizzie started work in 1975 with Allied Dunbar as trainee Administrator and worked up to Senior Administrator. An opportunity arose in the mid 90’s and she moved to a Brokerage in Chippenham and worked with Colin as his Personal Assistant/Administrator, When Colin started Bankhouse Financial Management along with his colleague some 12 years ago, her role changed more to that of an Office Manager and accounts side of the business and that continues to be her role today.