Buying Your Home / Investing in Property

Planning for Retirement

Planning For Your Heirs

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…

Read More

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…

Read More

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.

Read More