At Banks Wealth Management, we help our clients target and achieve financial security for themselves, their families and their business. Through our energetic team of highly experienced, trusted advisors and talented support team we make the most of our clients savings and investments in a tax efficient way.

As a Chartered Firm, we stand out among the most qualified practices in the country and have the technical know-how to meet the fast moving and complex nature of finances.

Whether we are helping a retired client manage their money to optimise their current and future needs, giving advice on the most tax efficient transition of wealth to the next generation, helping a business owner secure their personal and business future, save for key milestones such as holidays and education or simply provide peace of mind, we are there every step.

Free Initial Consultation

We offer a free, informative, no-obligation initial 30 minute meeting to get to know your circumstances and find out how we can help. Contact us today to book an appointment

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Chartered Status

As a financial planning practice, we have acquired chartered status. Our high qualifications ensure that you will receive a high quality and informed service. Find out more on the CII website

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Friendly Support Team

Our friendly and enthusiastic support team will help you with any questions or enquiries you have and will track your application all the way to completion to ensure a smooth service

Meet Our Team

We Go Further

We offer regular reviews on our advanced and premier service propositions. To learn more about our service levels, please get in touch. Existing clients can login to view their investments below

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Investments & Wealth Management

We understand the highly individual nature of personal finance and focus our professional expertise on helping people to maximise the rewards of their work. We consider all of this when we give investments and savings advice.

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Buying Your Home

Banks Wealth Management’s mortgage services can help you to source the most suitable loan for your circumstances. Whether you are looking to buy your first home, move house, buy a holiday home or expand…

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Planning for Retirement

We can help you achieve the retirement you want at a time which suits you. Having taken account of what you have saved already, we look at how much you will need in order to retire. The next step is to build a plan to help…

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Planning in Retirement

Think ahead to what could be 30 or more years of retirement. Your need for income in retirement will vary so we will work with you to find a tailored for your personal needs and dreams.

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Protecting Your Family and Assets

As difficult as it may be, we want to help you to think ahead to the possibility of loss of income through death or illness of an earner or carer. You cannot put a price on peace of mind…

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Planning For Your Heirs

Inheritance tax is payable at the rate of 40% on taxable assets above the nil rate band. This is often dubbed a voluntary tax. By looking in detail at your assets and your circumstances…

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Helping You Think Ahead…

Client Case Studies

Buying your home

Mr D had long since repaid his mortgage when next door became available for sale subject to auction after a repossession. Mr D was very worried about who might move in and was keen to purchase…

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Family Protection

Mr & Mrs L were buying their first house. They were completely new to the process and had never realised the extent of all of the things they needed to think about. As a young couple…

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Critical Illness

Miss M approached Neil at Banks Wealth following her diagnosis with MS. She was aware she had a number of policies for life cover which may have included critical illness but wasn’t sure.

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"We have previously dealt with Steve Danson when he advised us on investments and we have recently approached him to help us both find annuities. We have been very pleased with his professional and friendly service and would not hesitate to recommend him to other people seeking financial advice."

− Steve and Alison Catterall

"I have employed the services of Steve Danson for over 20 years and have been highly satisfied with the professional advice and guidance he has given me over this period of time."

− Neville Wakeling

"I engaged Steve as my IFA 4 years ago after a history of confused and confusing advice from others. He immediately undertook a 'health check' of all of my existing policies and we altered my financial portfolio to one which far better met my needs. I cannot recommend Steve highly enough for his clear, understated and thoroughly professional approach."

− Paul G Tucker QC

"Our family has had contact with Steve for the past 14 years over financial matters. On several occasions he has gone the extra mile to give advice when we have been faced with a problem or major decision. He is always honest and polite and we consider him to be completely trustworthy. We would have no hesitancy in recommending him to other people and have done so to friends who would echo these words."

− Jack and Margaret Sherdley

"We were introduced to Steve Danson in 1999.
At that time we believed that we had made satisfactory provision for our future finances.
After discussion we understood from Steve that a more secure consideration of our finances may be possible. His concise and precise analysis of our documentation enabled us to better understand our future requirements.
With a certain amount of trepidation we allowed his suggested changes to proceed. Our uncertainty proved unfounded as the realignment undertaken by Steve on our behalf has proved to be of great benefit. We have no doubt, that for us, our financial outlook has been much improved by the help and assistance of Steve Danson."

− Robert & Mary Hodgson

"Very Friendly, well articulated, professional advice. Most Helpful and informative.
We've 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 his family and our daughter and hers, we trust and respect him and as he has now added excellent staff to his team, as the song goes, things will only get better."

− G&H Mitchell

"Mr Danson has always provided first class advice and service and has virtually become a friend. I am unable to speak too highly of him. "

− Peter Ball

"We have always been given clear and straight forward advice, a professional and friendly company who we have been happy to use for several years and are happy to recommend."

− Karen and Danny McAllister

"Steve has been helping us with our financial affairs for approximately 7years. This has been since the time we retired and he has always maintained regular contact keeping us up to date on any relevant changes. We have always felt confident that our investments are well managed."

− Pat and Tony Morton

"Liz and I are happy to acknowledge the excellent service you have afforded us over the previous 15 or so years. Your advice, considering each of our specific/individual requirements leading up to our early retirements has been greatly appreciated. In my case,with your assistance regarding retirement planning, enabled me to retire at aged 52!
Liz and I have been pleased with the returns on our investments with Banks Wealth Management guidance and are happy to continue our relationship for the future."

− Greg and Liz Roskell

"My mum had used the services of Steve Danson and his company for 13 years before I did. Following my mum's death and being faced with many financial decisions which were scary and complex, and which I didn't understand,I didn't hesitate in getting in touch with Steve.
I cannot praise him enough for the help and support he provides through his work. He is extremely knowledgeable in his subject area and considers the future of an individual when making recommendations.
I will always recommend Steve to any friends who are searching for honest,accurate, friendly and helpful advice in any financial area that may be required"

− Michelle Williams

"For several years I have trusted the advice given by yourselves and have always been dealt with in a very professional and understanding way. The advice has always been tailored to my specific needs. I hope to continue for many years to come."

− Diane Neal

"We've 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 his family and our daughter and hers, we trust and respect him and as he has now added excellent staff to his team, as the song goes, things will only get better"

− Graham Mitchell

"We have used Banks Wealth since the company was formed and prior to that Steve Danson for many years for all our financial advice. 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 and Godfrey Thompson

"I found Banks Wealth to be a friendly, proficient and capable team. The advice I received was thorough and sound. I would certainty recommend the free initial consultation, then you can make up your own mind. If you want professional advice, locally, on finance planning, investments etc. try Banks."

− Robert Matthews

"Fantastic, efficient and stress free service. Jackie was very professional."

− Amy Barratt and Luke James