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Our Services

 

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner. Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 20 years and throughout this period we've developed many good friendships.

 

Bank House Financial Services Limited offer both personal and corporate advice on a whole range of financial services including the following:

 

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

 

The Financial Conduct Authority does not regulate taxation and trust advice.

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GET IN
TOUCH

 

Bank House
Financial Services Limited

Suite 1, The Malthouse
Water Street
Stafford
ST16 2AG

 

Tel: 01785 214972

Email: advice@bhfsltd.co.uk

 

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