Our Personal Wealth Management Service
Private Client Services
Bank House Financial Services Limited has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our client's financial planning strategy as events inevitably change.
Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Private Client Advice
Pension planning (including income drawdown)
Tax planning strategies
Life and health insurance
School fees and secondary education planning
Bank House Financial Services Limited understands that protecting our clients' wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients' estates.
The Financial Conduct Authority does not regulate taxation and trust advice.
The value of your investment can fall as well as rise and you might not get back the full amount invested.