Bank House Group

Independent Financial Adviser 125 The Promenade, Cheltenham, Gloucestershire, GL50 1NW
FCA verified
17th June 2019
We provide businesses and individuals with independent, clear, consistent and robust advice suited for today's financial climate.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • EEA
    • Rest of world
    • Long term care
Meet our advisers
Robert Ward
Tristan Freer
Tom Binstead DipPFS
Corporate Director
Where to find us

125 The Promenade, Cheltenham, Gloucestershire, GL50 1NW

About us

We provide businesses and individuals with independent, impartial wealth management advice. Behind Bank House is a team of dedicated financial services experts who work together to provide clear, consistent and robust advice for today’s financial climate.

We get to know every single individual and business that works with us to provide the best bespoke solution for each circumstance. We aim to develop long-lasting relationships with you, and help you navigate your way through the maze of financial service products that suit every stage of your life journey, so that you can achieve your financial aspirations for your life goals.

Our services

For individuals, our investment management department is dedicated to helping you with your personal financial planning and wealth management. We can help you get the most out of today’s financial service options ensuring that you achieve your financial goals of the future.

For businesses looking for help with the implementation of a pension scheme, an assessment of employee benefits to offer or help with complex shareholder agreements, we can help you. And our end-to-end service means we're there to support you throughout the journey.

Also take a look at our yearly charity and community commitments:

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

This information is brought to you by Bank House Group, a trading style of Bank House Investments Ltd.

Every care has been taken to ensure information we provide this information is correct and in accordance with our understanding of the law and HMRC practice, which may change. However, independent confirmation should be obtained before acting or refraining from acting in reliance upon the information given.

© Bank House Investments Limited. Company registered in England and Wales no. 5710191. Approved and regulated by the Financial Conduct Authority no. 451839.

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