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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