Bank House Financial Services Limited is a private limited company providing highly personal and professional financial advice to private clients, companies and other organisations incorporating a regular review service. We aim to develop a long term relationship and an understanding of our clients' needs, goals and objectives.

We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.

We've been helping clients navigate complex financial markets since 1990 and from those very early days our business has evolved primarily through client recommendations. Many of the clients we met during our initial years in business are still active clients today.

Contact Details

  Website
  City Stafford
  Postcode ST16 2AG
  Address Suite 1, The Malthouse Water Street
  Phone Number 017 8521 4972

Products & Services

Personal

Retirement and pension planning
Investing for capital growth or income
Tax planning and mitigation
Inheritance planning
Family protection
School fees and University funding
Income protection
Protection against critical illness
Long-term care
Private medical insurance


Corporate

Group and Executive pension schemes
Flexible employee benefits menu systems
Guidance for employers on auto-enrolment issues
Group death-in-service and dependants' benefit schemes
Group income protection
Group Private Medical Insurance
Partnership and directors' share protection
Key person business protection
Advice for your employees if required

  • I would recommend this business

David gave me genuine unbiased advise on my pension options, I would highly recommend Bank House Financial Services.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

Excellent help in planning my retirement income and investing for the future,would highly recommend using Bank House Financial Services Ltd, thank you Andrew for all your advice and help.