At Banks Wealth Management, we put our clients at the heart of everything we do. We work in tandem to achieve the best outcomes possible, focusing on their circumstances and understanding their priorities. Our staff are focused on providing the highest level of service, demonstrating professionalism, knowledge and experience in every situation.
Keeping abreast of industry regulation and legislation is key in the ever changing world of finance, so you can always rely on an informed and current view from Banks Wealth. All of our investment advisors are qualified to diploma level and above. Our owner and financial planner, Steve Danson, has achieved Chartered Status and is a fellow of the Personal Finance Society which is the highest qualification the profession has to offer.
Keeping abreast of industry regulation and legislation is key in the ever changing world of finance, so you can always rely on an informed and current view from Banks Wealth. All of our investment advisors are qualified to diploma level and above. Our owner and financial planner, Steve Danson, has achieved Chartered Status and is a fellow of the Personal Finance Society which is the highest qualification the profession has to offer.
Services
Whether you suddenly have money to invest through redundancy, retirement, matured investments, inheritance or a lottery win or if it is money saved over many years, you will probably want to look after it in the best possible way. With our wealth management services, we recommend that our clients' portfolios are healthily diverse, so as to maximise performance and reduce risk in the way most suited to the client's needs.
As difficult as it may be, we want to help you to think ahead to the possibility of loss of income through death or illness of an earner or carer. Through our Independent advice service, we deliver a comprehensive and competitive range of insurance services to individuals, including term and whole of life assurance, critical illness cover, income protection and shareholder protection.
Your need for income in retirement will vary. When you first retire, you may want to tick off a few items from your bucket list in short order. Early retirees tend to spend more than those in their mid to late 70's before those older spend more when they need to pay for care. We will help you to make the most of your money in retirement.
By looking in detail at your assets and your circumstances we can evaluate the potential tax liability which could be paid on your estate and talk to you about your potential options. We also offer a cash flow modelling service which can help estimate your future needs so that Inheritance tax planning can be achieved without impacting upon your lifestyle.
Many business owners have substantial assets, but little time to manage it all in a holistic way. We relish the role of optimising your hard-earned wealth with our financial advice for business owners, so that it delivers exactly the right balance of sound business finance and personal reward.
Our experts advise you on a spectrum of issues, including shareholder protection, implementing tax efficient incentives for your workers, extracting the highest profits for the shareholders at minimum cost to the company, and pension planning - including using your pension to acquire property.
Our experts advise you on a spectrum of issues, including shareholder protection, implementing tax efficient incentives for your workers, extracting the highest profits for the shareholders at minimum cost to the company, and pension planning - including using your pension to acquire property.
Reviews (5)
Maisie Zachary
Oct 30, 2021
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I was looking for the best not until I read good reviews and recommendation about Mrs Patricia brayan, with her Great skill of Trading and Mining made a good profit for so many in their trade Account. I was amazed how happy many Investors wrote good comment's about her. I contacted amazing Account manager mrs Patricia, and invested with him with… believe, and trust just as the way she replied me. I earned a very good profit and made my withdrawal successfully directly to my bank account and gave back just 20% from my Profit of $7,000 investing with a minimum of $500. If you wish to invest
Obaseki Augusta
Oct 23, 2021
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I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade. ma'am GEORGE STEPHANIE is an amazing trader, she steadily lifted me out of financial penury. If you are interested and tired of losing your money You can reach her WhatsApp: +16269898464 Email:Georgestephanie831@gmail.com
Mustapha Balajibrin
Oct 21, 2021
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Jodie Richards
Mar 01, 2019
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Just had the completion of our first home purchase, and thanks to banks wealth for their professional service that made us feel at ease. As first time buyers every little question, query, and uncertainty was nothing too much for our mortgage advisors to answer, so thank you so much to Richard and Jackie x
Alex Danson
Jan 04, 2013
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