Welcome to Bankhouse Financial Management Ltd

We believe the key to successful financial planning is understanding people: their families and their businesses. In both personal and business spheres we guide our clients and protect their interests, making their problems ours and taking the stress out of financial management.

We endeavor to storm proof your investments with regular rebalancing and reviews to keep you on track.  Along with our Online Portal so that you can monitor your progress. We can provide cash flow modelling to bring your plans to life and we have access to the latest fund industry research.

We have a deep well of experience in the financial industry and strong professional connections with Accountants and Solicitors who we trust to look after our clients.

Behind the trusted methods and modern technology are real people with traditional values, people who care about building and maintaining strong relationships with clients and businesses alike. We are proud to say that almost all of our new clients are referred to us by existing clients and we rely very little on marketing.

Nothing is too much trouble.

 The value of your investments may fall as well as rise and you may not get back the amount invested.

The Bankhouse Financial Management Limited Privacy Notice was last updated on 23/05/2018.  To read the Privacy Notice, please click here.

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