An invitation to join the Bankfield family…
Bankfield is a niche firm of Independent Financial Advisers (IFA) that specialises in providing professional and client-focussed financial planning and wealth management to the wealthy and those that aspire to be wealthy.
To the people we meet, we are a breath of fresh air, offering a dynamic yet caring approach to wealth creation. We blend tradition with innovation, to elevate your position to the next level and beyond. We believe in the principle of `family`.
Although we have an open-door policy, our clients tend to be:
- Business owners
- Professionals (e.g. Accountants, Solicitors and Consultants)
- Medical & Healthcare professionals
- Property Investors
- Families with Wealth Management requirements
- Individuals about to retire
To discuss how we could put you in a better position, call us now on 0116 253 5600 or complete the enquiry form.
We pride ourselves on our impeccable customer service, always approaching our work with the highest levels of integrity, honesty, ethics and reliability.
We believe in putting our clients’ needs first. After all, they are the lifeblood of our organisation.
Started in 1993, Bankfield, which is still a family business, offers truly holistic financial planning services to a loyal and ever-growing clientele who value long term, trusting relationships, where their Bankfield adviser has become their personal financial confidante.
With clients on a national scale, we have located our head office in Leicester, with easy access to Leicestershire, London, Nottinghamshire, Derbyshire, and beyond.
Bankfield prides itself on being a one-stop financial centre for your personal and business needs. We have built a team of specialist advisers suitably qualified to cover all areas of financial planning, with excellent relationships with centres of influence in the banking, legal, accounting, marketing and technology sectors.