Bank House Group

Independent Financial Adviser  125 The Promenade, Cheltenham, Gloucestershire, GL50 1NW
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FCA authorised
Last authorised 26th October 2020
We provide businesses and individuals with independent, clear, consistent and robust advice suited for today's financial climate.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Tom Binstead DipPFS
Corporate Director
Tristan Freer
Robert Ward
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: <url hidden>

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

125 The Promenade, Cheltenham, Gloucestershire, GL50 1NW

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