Speak to an adviser
0116 253 5600

Personal Planning

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`.

To discuss your situation in complete confidence and with no obligation, please call us on 0116 253 5600 or complete the enquiry form.

Whether you are looking for a firm to manage your family’s wealth and future succession needs, or you are looking to purchase your first home, Bankfield has the expertise and infrastructure to ensure you receive first-class service whilst we work together towards meeting your goals.

You may be looking for retirement planning, tax planning or saving for your children’s education. Whatever your needs, your Bankfield adviser will take a holistic approach to your financial planning needs.

The first step is to meet a Bankfield adviser at a time and place convenient to you, so he/she can learn more about your circumstances and requirements. Your adviser will then draw up an action plan based on your budget.

Regardless of the charging structure you may choose, this first meeting is always free, with no obligation.