Who we help

Who we work with

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

People approaching or at retirement

We’ll eliminate any guesswork and help you achieve the lifestyle you desire.

People in retirement

Let’s meet where you are to build a plan with you and your family in mind.

Business owners

Take control of your finances once and for all. Your business will thank you.

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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