Bannister Wealth Management

8200 Cambridge Research Park, Beach Drive, Waterbeach, Cambridge, CB25 9TL Directions

Why Choose Us?

Extensive Range
Well Established
Local Business

Business overview

My career started over 20 years ago with one of the UK’s largest companies during which time I become a highly respected Consultant. My aim is to provide holistic financial planning while developing relationships with my clients and their families for the long term.

In early 2011, I was delighted to be invited to join St. James's Place Wealth Management to further enhance the service provided to my clients.

I specialise in Pension reviews, Inheritance tax planning, Investment and protection planning.

My philosophy is based on core values of excellence of service and above-all, integrity; I will provide you with the wealth management solutions to satisfy your needs both now and in the future.

I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations specifically to you. The level of satisfaction may be judged by the fact that my existing clients are happy to recommend me to their colleagues, family and friends.

Photos

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Image 3 of Bannister Wealth Management

Credentials

Awards

  • City of London Wealth Management Award: Wealth Manager Company of the Year 2021 - Winner

Accreditations

  • Chartered Member of the Institute of Securities & Investments (ALIBF AdvDipFA AwPET)

Qualifications

  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)

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