Banks Wealth Management Ltd
Banks Wealth Management normally conduct meetings face to face at our offices.
However, we have always offered remote meetings using telephone, Skype or zoom along with other methods of ‘getting together.’
Give us a call to arrange something convenient.
We can advise you on
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Income protection insurance
Last authorised 25th May 2020
Meet our advisers
Steve Danson FPFS
Chartered Financial Planner
Qualifications & Accreditations
FPFS - Fellow, Personal Finance Society (PFS)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
What our clients say
“I found Banks Wealth to be a friendly, proficient and capable team. The advice I received was thorough and sound. I would certainly recommend the free initial consultation, then you can make up your own mind. If you want professional advice, locally, on finance planning or investments etc. certainly try Banks Wealth”
“I greatly appreciated the calm and professional way we were received and looked after during our visits. The office is lovely, clean and modern and the staff are always friendly.”
“My wife and I have used Steve’s services for many years now and we are enjoying in our retirement the fruits of his professionalism, advice and everyday common sense. We have no doubts about Steve’s knowledge and sound advice and as such, he is now advising both our son and daughter and their families. We all trust and respect him and he has excellent staff behind him.”
“We have used Banks Wealth since the company was formed, we have been very satisfied with the service provided which has not only been done in a professional manner but also in a very approachable and friendly way. We wish the company well and hope it continues to go from strength to strength.”
“Steve provided courteous and professional guidance and explained everything in understandable terminology. He has now brought together my husband and I’s numerous pensions into two clear and well defined pensions”
Steve Danson of Banks Wealth Management has been giving financial advice since 1989. Banks Wealth helps our customers to think ahead and to plan for the future that they look forward to. We help our customers to put plans in place and then, importantly, we help you to regularly review the plans to check their progress. We can help assess plans that you have in place already and advise on suitable plans or investments for the future. We offer a free initial review where we can discuss your needs and our service.
Some of Steve's clients have been getting his advice for 20 years. We care about our customers and believe that putting a financial plan in place is only the start. We take great pride in maintaining regular reviews with our clients so that their plans continue to reflect their circumstances and objectives. Although we are a firm of Chartered Financial Planners, we maintain that we offer a competitive pricing package even when compared to less qualified advisers.
We care about our clients and our customer retention and satisfaction survey results reflect our success in providing a high quality service.
Where to find us
Head office address: Banks Wealth Management Ltd, 77 Railway Road, Brinscall, Lancashire, Chorley, PR6 8RJ
Minimum wealth (income/assets)
Minimum mortgage value
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Online (Live chat, video, email)
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