Banks Wealth Management LTD - Chartered Financial Planners

Ogólne informacje

Banks Wealth Management are a local wealth management company based in Lancashire. We provide a comprehensive financial planning service where, through an initial discovery meeting, we learn to understand your needs and goals before building a bespoke financial plan to work to. Steve Danson FPFS is Director and Chartered Financial Planner who specialises in investments and pensions. Jackie Cloke - Mortgage Adviser Jenna Price - Office Manager Denise Greaves - Senior Administrator Richard Ashworth - Administrator Cheryl Danson - Marketing and Accounts Manager