Welcome

"Our aim is to provide clear independent information and advice to enable clients to make effective financial decisions and avoid unsuitable or unidentified risks"  

Statehouse Financial Management Limited and David Zerfahs & Associates work together in a strategic partnership offering fresh ideas to complex financial issues and providing tailor-made solutions.

You will always find a clear understanding of your requirements and receive access to our technical expertise, provided both in-house and through our range of support services.

Based in Swindon and Hemel Hempstead our team of professionally qualified and experienced advisers, backed by highly trained administration support staff and robust IT systems, deliver a first-class service to our clients.

We are dedicated to providing completely impartial advice on Pensions, Protection, Mortgages, Investments and Savings.  In addition, we also supply bespoke planning services for high net worth individuals and personalised Employee Benefit Packages for corporate clients.

For a free initial consultation, contact us on

0845 450 4661

1 Stanton Court, South Marston Park, Swindon, Wiltshire, SN3 4YH.

"Secure in our knowledge"

Statehouse Financial Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 401761

David Zerfahs & Associates is an Appointed Representative of Statehouse Financial Management Limited, which is authorised and regulated by the FSA.

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For details of our fees for mortgage business please see our page "How we are Paid".

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Statehouse Financial Management Limited
Registered Address:
1 Stanton Court, South Marston Park, Swindon, Wiltshire, SN3 4YH
Registered in England, No. 04901332