Financial Advice

Bank House in its own jargon is an Advice driven Holistic Financial Planning Company that is fee based offering commission offset where appropriate.

What does this mean? Well in simple terms it means that Bank House believe that each and every element of your finances are linked and need to be viewed as a whole not in isolation. That a client’s understanding of risk should be consistent across all areas of their financial life, not just on segregated areas. That the entirety of client’s assets needs to be considered when giving competent advice.

Bank House also believe that no one can know enough about all subjects all the time, so it has developed a series of specialist departments to back up the day to day advice given. After all you would expect your GP to refer you to a specialist in many fields not just ask you to hop on the couch whilst I take your appendix out!

Through our day to day activities we will advise upon and provide reports for an overarching financial plan setting out

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