Response rating
9.0/10
FCA verified
18th September 2017

Banks Wealth Management Ltd

Independent Financial Adviser Banks Wealth Management Ltd, 77 Railway Road, Brinscall, Lancashire, Chorley, PR6 8RJ
First meeting at adviser's own cost
Banks Wealth Management Advisers are highly qualified but plain speaking and will help you understand your own financial goals.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Group pensions
    • Taxation planning
    • Wealth management
    • Income protection insurance
    • Life insurance
    • Long term care
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
Meet our advisers
Steve Danson FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Jackie Cloke
Mortgage Consultant
What our clients say
“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”
Anonymous, UK
“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.”
Jean & Godfrey Thompson, Warton
“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.”
Graham Mitchell, Leyland
“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.”
Mrs M Knight, Maghull
“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”
Robert Matthews, Preston
Where to find us
About us

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.

Our services

Some of Steve's clients have been getting his advice for over a decade. 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 advisors.
We care about our clients and our customer retention and satisfaction survey results reflect our success in providing a high quality service.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Banks Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.

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