Why choose us?

You’ll feel at home with us

We pride ourselves on being down-to-earth and approachable with everyone we meet. As soon as you step into our office, we’ll welcome you with a big, friendly smile, and you’ll know in an instant that you’ve made the right decision.

You’ll benefit from our long-term, holistic financial planning approach

We’re in this with you for the long haul. People come first, and we’re not here to sell you individual services. We take a step back and look at what you want from life and will be there to see you achieve it.

You’re in safe hands.

You want someone who knows what they’re talking about, which is exactly what you get with our team. Our financial advisers are up to date with the latest qualifications, working hard to get to where they are today, and that’s because they want the best outcome for you.

Meet the team

You’ll always know where to turn

We work as a team. You’re not allocated one person, you’ll get the expertise of the entire company. If you ever need to ask for help or have a question that you can’t get off your mind, we’ll get back to you quickly and are always available.

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

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.