About

Based in Staffordshire, HCL Bank House serves clients locally and throughout the UK. At HCL Bank House we help our clients navigate the complex world of personal finance through an holistic approach to financial planning – be it to make provisions for their future retirement, ‘take the leap’ into retirement when it comes around or even to leave a legacy for their loved-ones by managing complex inheritance tax and trust planning.

Stemming from the merger of two businesses with a combined track record of half a century, we at HCL Bank House are committed to our independence. This allows us to give a personal, bespoke service to a range of individuals and couples in Staffordshire, Shropshire, the wider West Midlands area and beyond. We have grown year-on-year but with determination to retain our personal touch.

We are growing team with an emphasis on bringing in younger highly qualified professionals who we individually train to ensure our clients are in good hands for years to come. To this end, the company has recently undergone a restructure, with Ben Michell and Sam Brueton taking an interest in the company to safeguard our independence and ensure longevity of the relationship with our clients. Click here to meet the HCL Bank House Team.

If you would like to read about the services we offer and how we endeavour to deliver these services, see our ‘Services’ here and read about ‘Our Approach’ here.