Financial Services

Please allow us to introduce you to Bank House Wealth Ltd.

Bank House Wealth Ltd is closely linked with Pattison James Associates Ltd with our director Jamie Shannon controlling both companies. The two companies have been setup this way due to the regulation within the Financial Services industry.

Quite simply, Will writing, Trusts, Lasting Power of Attorney documents and general estate planning don't fall under the regulation of the Financial Conduct Authority whereas things like mortgages, insurance and investments do and so Bank House Wealth Ltd are there to advise you on your Financial Services requirements.

Have a look through the range of the main services offered by Bank House Wealth below and simply click through to be taken to the appropriate page on the Bank House Wealth website. Most clients then tend to schedule a Discover Call with a member of the Bank House Wealth team to discuss their requirements further.

Financial Services

Financial Planning

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Wealth Management

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Savings & Investments

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Pensions

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Retirement & Planning

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Mortgages

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Equity Release

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Protection

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Business Protection

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Bank House Wealth Ltd is an appointed representative of Quilter Financial Services Limited and Quiter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Bank House Wealth Ltd is entered on the Financial Conduct Authority Register under reference 609778

Pattison James Associates Ltd is an Introducer Appointed Representative of Quilter Mortgage Planning Limited for the purposes of issuing financial promotions and making introductions for the provisions of insurance/protection business. Quilter Mortgage Planning Limited is authorised and regulated by the Financial Conduct Authority for the provision of advice and services related to regulated insurance and protection business.

www.bankhousewealth.co.uk

Date here Special Offer
20% Off for the first 50 Bookings!

Voucher codes used: 20 out of 50

Hurry, only 30 Vouchers Remaining!

£68 for a Single Will instead of £85
£116 for Mirror Wills instead of £145

Voucher Code: JUBILEE20
Book Now

Special Offer Terms & Conditions
This offer is available to new and existing customers. Maximum of 50 bookings and so be quick to secure your discounted offer price!