About us

Where we started

We’ve come a long way and we’re growing as a business year-on-year. Our mission from day one has been to provide approachable and clear financial planning advice to clients based around Staffordshire, Shropshire, the wider West Midlands area and beyond.

Our expert team

We care about your future, and we want to guarantee that we’re in this with you for the long run. That’s why we are bringing in younger, highly qualified individuals to work alongside our long-standing employees, and they will be by your side for years to come.

Meet the team

What is the biggest single benefit you get from working with us?

In 2021, we asked our clients how they feel about the service they receive from us.
This is what they told us.

99%

of clients believe that working with us has helped or will help them achieve their financial goals.

95%

of clients were very satisfied with the speed of response from their adviser.

92%

of clients would recommend us to their friends, family or colleagues.

"It's wonderful to know that our money is being micromanaged by experts whilst we sit back and enjoy our retirement."

"I don’t have to worry about investing as the companies which have been chosen by the team are achieving my goals. This takes the hassle out of my day-to-day life."

"Bank House provides independent advice which removes my need to find the right fund or investment. There's also the peace of mind and trust that comes from speaking to the same adviser for a number of years."

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.

I have read and agree to the privacy policy.

Bank House Financial Planning is a trading name of HCL Bank House Financial Services Limited authorised and regulated by the Financial Conduct Authority. FCA Number 400529. You can check this on the FCA Register by visiting the FCA website https://register.fca.org.uk/ or by contacting the FCA on 0800 111 6768.

HCL Bank House Financial Services Ltd. Registered in England & Wales No. 4120147. Registered Office: 1 Church Road, Brewood, Staffordshire, ST19 9BT.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted here:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR, Tel: 0800 023 4567 or 0300 123 9 123, www.financial-ombudsman.org.uk

Production

01902 851140

info@bankhousefp.co.uk

1 Church Road
Brewood
Staffordshire
ST19 9BT

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