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
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
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... read full comment