Bank House Financial Planning
About the Business
Welcome to Bank House Financial Planning, the leading establishment providing expert financial advice and services to individuals and businesses in Brewood, Stafford and beyond. Our offices are located at 1 Church Rd, Brewood, Stafford ST19 9BT, United Kingdom, making us a convenient point of interest for anyone seeking professional financial planning and investment advice.
As a trusted and established finance institution, Bank House Financial Planning prides ourselves on delivering personalised solutions tailored to the unique needs and objectives of our clients. Whether you are planning for retirement, looking to invest, or require assistance managing your finances, our team of experienced advisers and specialists are here to help.
At Bank House Financial Planning, we understand that financial planning can be a daunting task. This is why we strive to make the process as simple, clear and hassle-free as possible, taking the time to understand your individual circumstances and goals, and providing expert advice and guidance every step of the way.
Our broad range of services includes wealth management, retirement planning, investment advice, tax planning, inheritance tax planning, protection and insurance planning, and more. We work with individuals and businesses of all sizes and sectors, helping them to navigate complex financial landscapes and achieve their goals.
So if you are looking for a trusted and established finance institution in Brewood, Stafford, look no further than Bank House Financial Planning. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Location & Phone number
1 Church Rd, Brewood, Stafford ST19 9BT, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"After spending 3 months trying to get sufficient information from my original provider which led to more questions than answers. I then engaged Sam from HCL Bank House who, in 3 meetings, not only helped to determine what to do with my pension but arranged for transfers and regular payments to be made in the most efficient way. Excellent service."
"As longstanding clients of HCL Bank House financial services for almost 30 years, we have no hesitation in recommending their services, their advice has always been sound & personalised to our own circumstances enabling us to enjoy a comfortable retirement."
"My husband and I have used HCL since 1994. They have advised us on numerous areas ie Pensions, Investments and Mortgages. They have always given excellent customer service, through sound and thought out advice of our investment portfolios for our retirement years."
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