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Bank House Financial Services Ltd Bank House Financial Services Limited is a private limited company providing highly personal and professional financial advice to private clients, companies and other organisations incorporating a regular review service. We aim to develop a long term relationship and an understanding of our clients' needs, goals and objectives.

We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.

We've been helping clients navigate complex financial markets since 1990 and from those very early days our business has evolved primarily through client recommendations. Many of the clients we met during our initial years in business are still active clients today.
Services
Personal
Report
Retirement and pension planning
Investing for capital growth or income
Tax planning and mitigation
Inheritance planning
Family protection
School fees and University funding
Income protection
Protection against critical illness
Long-term care
Private medical insurance
Corporate
Report
Group and Executive pension schemes
Flexible employee benefits menu systems
Guidance for employers on auto-enrolment issues
Group death-in-service and dependants' benefit schemes
Group income protection
Group Private Medical Insurance
Partnership and directors' share protection
Key person business protection
Advice for your employees if required
Reviews (4)
Write a Review
Keith Aslett
May 02, 2022
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.
Jane Jordan
Apr 23, 2021
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.
Brian S.
Jul 25, 2018
David gave me genuine unbiased advise on my pension options, I would highly recommend Bank House Financial Services.
Stephen Locke
Excellent help in planning my retirement income and investing for the future,would highly recommend using Bank House Financial Services Ltd, thank you Andrew for all your advice and help.