We have previously dealt with Steve Danson when he advised us on investments and we have recently approached him to help us both find annuities. We have been very pleased with his professional and friendly service and would not hesitate to recommend him to other people seeking financial advice. Steve and Alison Catterall
I have employed the services of Steve Danson for over 20 years and have been highly satisfied with the professional advice and guidance he has given me over this period of time. Neville Wakeling
I engaged Steve as my IFA 4 years ago after a history of confused and confusing advice from others. He immediately undertook a 'health check' of all of my existing policies and we altered my financial portfolio to one which far better met my needs. I cannot recommend Steve highly enough for his clear, understated and thoroughly professional approach. Paul G Tucker QC
Our family has had contact with Steve for the past 14 years over financial matters. On several occasions he has gone the extra mile to give advice when we have been faced with a problem or major decision. He is always honest and polite and we consider him to be completely trustworthy. We would have no hesitancy in recommending him to other people and have done so to friends who would echo these words. Jack and Margaret Sherdley
We were introduced to Steve Danson in 1999.Robert & Mary Hodgson
At that time we believed that we had made satisfactory provision for our future finances.
After discussion we understood from Steve that a more secure consideration of our finances may be possible. His concise and precise analysis of our documentation enabled us to better understand our future requirements.
With a certain amount of trepidation we allowed his suggested changes to proceed. Our uncertainty proved unfounded as the realignment undertaken by Steve on our behalf has proved to be of great benefit. We have no doubt, that for us, our financial outlook has been much improved by the help and assistance of Steve Danson.
From my initial contact with the office I was made to feel at ease and very comfortable with the level of information I received. It was a very courteous and professional environment. Steve and all his team were excellent, giving me peace of mind and confidence.
Very Friendly, well articulated, professional advice. Most Helpful and informative.G&H Mitchell
We've used Steve's services for many years now and we are enjoying in our retirement the fruits of his professionalism, advice and everyday common sense. We have no doubts about Steve's knowledge and sound advice and as such, he is now advising both our son and his family and our daughter and hers, we trust and respect him and as he has now added excellent staff to his team, as the song goes, things will only get better.
Mr Danson has always provided first class advice and service and has virtually become a friend. I am unable to speak too highly of him. Peter Ball
We have always been given clear and straight forward advice, a professional and friendly company who we have been happy to use for several years and are happy to recommend. Karen and Danny McAllister
Steve has been helping us with our financial affairs for approximately 7years. This has been since the time we retired and he has always maintained regular contact keeping us up to date on any relevant changes. We have always felt confident that our investments are well managed. Pat and Tony Morton
Liz and I are happy to acknowledge the excellent service you have afforded us over the previous 15 or so years. Your advice, considering each of our specific/individual requirements leading up to our early retirements has been greatly appreciated. In my case,with your assistance regarding retirement planning, enabled me to retire at aged 52!Greg and Liz Roskell
Liz and I have been pleased with the returns on our investments with Banks Wealth Management guidance and are happy to continue our relationship for the future.
My mum had used the services of Steve Danson and his company for 13 years before I did. Following my mum's death and being faced with many financial decisions which were scary and complex, and which I didn't understand,I didn't hesitate in getting in touch with Steve.Michelle Williams
I cannot praise him enough for the help and support he provides through his work. He is extremely knowledgeable in his subject area and considers the future of an individual when making recommendations.
I will always recommend Steve to any friends who are searching for honest,accurate, friendly and helpful advice in any financial area that may be required
For several years I have trusted the advice given by yourselves and have always been dealt with in a very professional and understanding way. The advice has always been tailored to my specific needs. I hope to continue for many years to come. Diane Neal
We've used Steve's services for many years now and we are enjoying in our retirement the fruits of his professionalism, advice and everyday common sense. We have no doubts about Steve's knowledge and sound advice and as such, he is now advising both our son and his family and our daughter and hers, we trust and respect him and as he has now added excellent staff to his team, as the song goes, things will only get better Graham Mitchell
We have used Banks Wealth since the company was formed and prior to that Steve Danson for many years for all our financial advice. We have been very satisfied with the service provided which has not only been done in a professional manner but also in a very approachable and friendly way. We wish the company well and hope it continues to go from strength to strength. Jean and Godfrey Thompson
I found Banks Wealth to be a friendly, proficient and capable team. The advice I received was thorough and sound. I would certainty recommend the free initial consultation, then you can make up your own mind. If you want professional advice, locally, on finance planning, investments etc. try Banks. Robert Matthews
Fantastic, efficient and stress free service. Jackie was very professional. Amy Barratt and Luke James