February 2024 by Alan Lintorn
Sam was very friendly, professional and knowledgable and was very good at explaining the technical jargon we had not heard mentioned before. Going into the meeting we thought we had all of our bases covered, there were however a few items that Sam raised that we are now considering. A very positive first meeting.
January 2024 by angela talbot
Bank House have been amazinghelping to manage my financial investments.Cameron Fox is easy to talk to and investments are explained in layman?s terms.Thank you for all your support
January 2024 by George Shaw
We were recommended to contact Sam. Brueton at Bank House Financial Planning by a trusted neighbour who spoke highly of him.We were actively seeking a new trusted financial advisor since we have a varied but somewhat disorganised investment portfolio.We also have underlying medical conditions which make future planning difficult. We were, however, keen to avoid any aggressive sales techniques. We are not experts but neither are we naive beginners with financial products.Sam has been patient and has so far provided excellent appropriate advice which we are acting upon. We feel very comfortable with what has been achieved so far.Doubtless we will continue with further work along these lines.Kind regards
December 2023 by Julie Watson
Went to see Sam Brueton today to have some paperwork verified. The whole process was seamless and completed within a timely manner. We will be returning for investment advice in the near future
November 2023 by Sarah Harvey
Excellent service and valued advice from the team!!! Totally recommend as they will give you their best advice on the products that suit your needs. Thank you for your support Bank House .....
November 2023 by Louise
I went along to see Sam Brueton at Bank House for investment and future planning advice.Sam put me at ease, explained things clearly and made suggestions that were appropriate and straightforward to achieve.Having never used a financial advisor before, I now feel confident to return to see Sam in the future, and would have no hesitation in recommending Bank House to friends and family.
November 2023 by flbyrne39
I love going to Bank House because they always give me tea and biscuits. They do pretty good at investments too my wife tells me. (She looks after the cash)
November 2023 by Sydney Smith
Fully satisfied with our annual review
November 2023 by John Pinson
Always a warm warm welcome with friendly knowledgeable staff. Excellent service.
September 2023 by Jack Haynes
Bank House Financial Planning have been brilliant in supporting my financial investments over the past few years. The team have been fantastic to talk to and have made it easy to find the right plan for me. Sam's been excellent in keeping me updated about my investments and furthering my knowledge of financial planning.I couldn't recommend them highly enough.
August 2023 by Victoria Mack
We have received an excellent service from Sam Brueton and his colleague Jack Harris. They carried out extensive research into the best way to manage our finances and fully understood our personal situation and long term retirement plans
May 2023 by William Smeed
As a client of Bank House I can thoroughly recommend their services. Sam has done an amazing job in helping me plan for the future through offering informative and personalised advice on Investments and Pensions.
February 2023 by Roman Sliwinski
After spending 3 months trying to get sufficient information from my original provider which led to more questions than answers. I then engaged Sam from HCL Bank House who, in 3 meetings, not only helped to determine what to do with my pension but arranged for transfers and regular payments to be made in the most efficient way. Excellent service.
February 2023 by Keith Aslett
As longstanding clients of HCL Bank House financial services for almost 30 years, we have no hesitation in recommending their services, their advice has always been sound & personalised to our own circumstances enabling us to enjoy a comfortable retirement.
February 2022 by Jane Jordan
My husband and I have used HCL since 1994. They have advised us on numerous areas ie Pensions, Investments and Mortgages. They have always given excellent customer service, through sound and thought out advice of our investment portfolios for our retirement years.
