Investments and Wealth Management

Whether you suddenly have money to invest through redundancy, retirement, matured investments, inheritance or a lottery win or if it is money saved over many years, you will probably want to look after it in the best possible way.

With our wealth management services, we recommend that our clients’ portfolios are healthily diverse, so as to maximise performance and reduce risk in the way most suited to the client’s needs.

If you invest through the Banks Wealth Management Services you will have a broad-based portfolio, comprising a wide range of funds that have been professionally researched to fit into the asset allocation that is precisely suited to your attitude to risk and needs.

Although your portfolio will be diverse, through investing in certain funds and platforms, it is possible to see all of your funds in one place. As completely independent financial advisers, we will choose the funds and platform products which are specifically suited to your needs.

You will have access to your personal portfolio through this website and be able to check fund values, where your money is invested, and historic documentation such as valuation statements, consolidated tax statements and illustrations.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

"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

"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."

− Michelle Williams

"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!"

− Greg and Liz Roskell