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”
“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.”
“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.”
“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.”
“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”
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 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.