Banks Wealth Management Chartered Financial Planners

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