We have been clients of Bank House now for a number of years. Their advice has always been invaluable. Our recent appointment with Sam was a morning well spent.
I started using Bank House Financial Services over 15 years ago when Andrew Edwards initially looked after my portfolio. For the last 5 years Cameron Fox has been my advisor and has been very proactive in dealing with my portfolio and is always available for advice in between reviews when needed. The advice given has ensured that my portfolio has increased in value better than I would have expected and so I am enjoying a comfortable retirement.
Just had my yearly review and as usual great information and advice on planning for the future. With retirement not far off I feel confident about my finances and know the Bank House team are always there if I need them. Great service.
Excellent personal service from Cameron and his team. We have always received sound advise without a hint of pressure to take up any or all options. Question are always accepted and diligently researched anwers are provided. All advise is extremely detailed. Communications are very clear and our considerations are always taken into account and part of the process. I can highly recommend Cameron for all your financial planning needs.
We enjoy a fresh, young and very knowledgeable approach to our financial planning from Hannah. So easy to work with and any questions, queries or advice is promptly dealt with. A joy to work with.
After spending 3 months trying to get sufficient information from my original provider which led to more questions than answers. I then engaged Sam from HCL Bank House who, in 3 meetings, not only helped to determine what to do with my pension but arranged for transfers and regular payments to be made in the most efficient way. Excellent service.
As longstanding clients of HCL Bank House financial services for almost 30 years, we have no hesitation in recommending their services, their advice has always been sound & personalised to our own circumstances enabling us to enjoy a comfortable retirement.
My husband and I have used HCL since 1994. They have advised us on numerous areas ie Pensions, Investments and Mortgages. They have always given excellent customer service, through sound and thought out advice of our investment portfolios for our retirement years.
Bank House Financial Planning is located at 1 Church Rd, Brewood, Stafford ST19 9BT, UK
You can contact Bank House Financial Planning at +44 1902 851140
You can find directions to Bank House Financial Planning by following this map link