Meet Our Team

Who Are We?

At Banks Wealth Management, we put our clients at the heart of everything we do. We work in tandem to achieve the best outcomes possible, focusing on their circumstances and understanding their priorities.

Our staff are focused on providing the highest level of service, demonstrating professionalism, knowledge and experience in every situation.

Keeping abreast of industry regulation and legislation is key in the ever changing world of finance, so you can always rely on an informed and current view from Banks Wealth. All of our investment advisors are qualified to diploma level and above.

Our owner and financial planner, Steve Danson, has achieved Chartered Status and is a fellow of the Personal Finance Society which is the highest qualification the profession has to offer.

Banks Wealth have retained many clients since the 90’s which illustrates a strong track record and solid working relationships.

We are your financial partners for life and we value your custom.

Meet the Team
Steve Danson

Steve Danson

Chartered Financial Planner

Jackie Cloke

Jackie Cloke

Mortgage Consultant Cert PFS

Joanne Heaton

Joanne Heaton

Paraplanner and Compliance Manager

Richard Ashworth

Richard Ashworth

Administration Assistant

"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

"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

"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

"Steve provided courteous and professional guidance and explained everything in understandable terminology. He has now brought together both my husband’s and my numerous pension into two clear and well defined pensions."

"Easy to talk to and explained what and why it was the best for our situation."

"Service was friendly, Jackie very approachable and a relaxed environment"

"The calm and professional way we were received and looked after during our visits. Lovely clean tidy and modern office, lovely staff always friendly"

− Mrs M Knight