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

Response rating

9.0/10

20th May 2019

Banks Wealth Management Advisers are highly qualified but plain speaking and will help you understand your own financial goals.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Group pensions
Tax & trust planning
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Income protection insurance
- Life insurance
Long term care
- Long term care
Mortgages
- Bad credit
- 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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children

Make an enquiry Request a call back Show number Recommend to a friend

Meet our advisers

Steve Danson FPFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

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.

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.

Accreditations

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

Banks Wealth Management Ltd, 77 Railway Road, Brinscall, Lancashire, Chorley, PR6 8RJ

Make an enquiry

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.

Compliance

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

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Group pensions
Tax & trust planning
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Income protection insurance
- Life insurance
Long term care
- Long term care
Mortgages
- Bad credit
- 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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children

Advice methods

Telephone
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.

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

Similar advisers near you

Gary Dunn - True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 0.42 mi

"If you are looking for straightforward Pension or Mortgage advice from a highly experienced professional, I would definitely recommend Gary

See profile

Anne Wray Indep Financial Advs

Independent Financial Adviser 2.81 mi

We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.

See profile

True Bearing Ltd

Independent Financial Adviser 2.84 mi

We work hard to help YOU achieve YOUR financial goals.

See profile

AFH Wealth Management

Independent Financial Adviser 3.66 mi

Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.