Are you looking to invest or review existing investments? Want to start making provisions for your retirement? Or perhaps you are looking to retire now?
HCL Bank House is a financial planning company. We work to help our clients navigate the complex world of financial planning, whether that’s to plan for their retirement, buy their first home or manage complex inheritance tax and trust planning. Our job is to make sure that your money takes care of you. If you would like to read more about our services, see our Services and Investment Solutions pages.
With an open and friendly approach, our ethos is about building long-standing relationships with our existing clients. We have grown year-on-year since the formation of the two businesses, which came together to form HCL Bank House in 2020. This growth has primarily been achieved through referrals from existing clients, many of those we met in the early years are still active clients today.
We pride ourselves on the strength of our investment process as we believe it is this, which sets us apart and enables us to help you meet your objectives, whether they are to achieve capital growth, produce an income or both.
We will work with you on your terms, meaning you can select just our core services for a ‘one-off’ advice, or you can add our ongoing services to ensure the advice you receive remains suitable for your continuing needs and circumstances. Because we have developed our investment solutions and identified the right processes and suppliers to work with, we are able to provide an excellent and well-thought-out managed proposition. This is delivered by a competent and caring team who take time to understand your goals and concerns and who work with you to create the right financial plan that will achieve your objectives.
Please note: The Financial Conduct Authority does not regulate taxation and trust advice.
What makes us different?
We don’t just give financial advice and leave it at that. Through our ongoing advice service, we will manage your complete financial health on a long-term basis, providing ongoing monitoring and regular reviews of your investment and objectives to make certain your money is always in the best place for you. We believe in an honest and transparent relationship with our clients and over
the years we have developed business associations with acknowledged experts in various specialised fields. We believe we can improve our service to clients by involving these contacts directly into our advice process. In addition to this, you will always know exactly what you are paying for our service as we place great importance on transparency of fees.