During an era when some banks sought to establish themselves in the world of financial advice, one Lancashire independent financial adviser has turned the tables. Well, sort of...
Chartered financial planner Steve Danson has acquired premises formerly occupied by Williams and Glyn's Bank (now Royal Bank of Scotland) in Brinscall, and set up his advice business there. Banks Wealth has four employees and works with individuals as well as businesses looking to make the most of their employee benefits options. A Fellow of the Personal Finance Society, Danson has 22 years' experience in the financial services industry and has been a financial planner for 12 years. He said: "I believe my experience running a business, as well as advising a diverse range of individ...
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