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01902 851140

info@bankhousefp.co.uk

1 Church Road
Brewood
Staffordshire
ST19 9BT

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financial planning

We are Independent Financial Advisers who help people in Staffordshire and beyond unlock their goals and life ambitions. We’re with you for life.

What we do

We’re financial advisers based in Staffordshire. Our expert team take a holistic approach to your finances, focusing on long-term planning. Simply put, we’re here to make an everlasting impact on your life and make sure that your money takes care of you.

What we do

Who we help

We specialise in supporting three groups of clients achieve their long-term goals:

People approaching or at retirement

People in retirement

Business owners

We have Top Rated Advisers

We’re proud to say that VouchedFor has included all our advisers on the VouchedFor platform in their 2024 guide. VouchedFor is the UK’s leading review website for financial advisers. Every year, VouchedFor publishes its Top Rated Guide to showcase the best financial advisers across the UK. Click the badge below to read more about our advisers’ Top Rated status.

Bank House Financial Planning profile

How we help

How will we help you achieve financial security for life?

1

Introductions

Your journey begins with a “get to know you” session – we learn about you and you learn about us. It’s a two-way street. You’ll open up to us about your aspirations and goals, and it’s only after this that we decide if we can help you. We need to be sure that we’ll add value to your life. This initial consultation is free of charge.

2

Exploration

Once you’ve made the decision to work with us, the next step will be an in-depth fact-finding meeting. You’ll need to come prepared as we dig deep into your finances, lifestyle and importantly, your short and long-term financial objectives. You’ll walk out feeling positive about the future.

3

Preparation

This is when everything starts coming together. We’ve got the information we need from you, and we’ll go away and develop an initial financial strategy with your stated goals in mind. It involves an in-depth analysis of your current financial position, including existing pensions and other plans.

4

Recommendations

We’ll invite you back into our office for a meeting, or over Zoom if you prefer, and present the initial financial strategy to you. Any queries you have will be answered, and we promise there will be no financial jargon involved.

5

Implementation

Your plan all comes together at this stage. Once we’ve agreed and finalised your financial strategy, we’ll implement it to the set timetable. You can then go away safely knowing that your financial future is secure and you’re on your way to achieving the goals and ambitions set out in the initial meetings.

6

Review

We consider this stage to be the most important part. After the initial advice, we work with you over the long term to ensure that your money continues to work hard for you. Life doesn’t always go as expected, so we’ll adapt your plan to suit any changing circumstances.

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Getting in touch is easy

If you have questions, please contact us using the form below and our expert team will get back to you.