Banks Wealth Management Ltd

We offer friendly and expert financial planning and are located in the heart of rural Lancashire in an old bank building just off J3 of the M65. 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 and trusted advisors, efficiently aided by our professional and talented supporting team, we help people to make the most of their savings and investments in a tax efficient way. We work in tandem with our clients to achieve the best outcome possible taking all circumstances and in some cases competing priorities into account. 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. Call one of our specialist, chartered financial planners, today for a free initial consultation.
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Employee Count: 8
Keywords: financial services