Bankhall Investment Associates

 

Address: The Southmark Building

               3 Barrington Road

               Altrincham

               Cheshire

               WA14 1GY

 

Tel: 0845 003 0400

 

Email: enquiries@bankhall.co.uk

 

Web: www.bankhall.co.uk

 

Services Offered

Bankhall provides a comprehensive range of compliance, technical, e-commerce, marketing and business development services to financial adviser firms. Services are available to all types of advisers, including IFA, multi-tie, hybrid, mortgage and general insurance. Established in 1993, Bankhall now supports some 2500 firms with over 7000 Registered Individuals throughout the UK. It operates one of the UK’s largest compliance consultancy teams.

 

Benefits to Financial Advisers

Member firms receive a plethora of support services aimed at adding value to their businesses. Advice and support are offered on exit and acquisition strategies, technology, customer segmentation and marketing. Up to the minute compliance and technical updates are provided along with compliance visits (file reviews, audits, complaints handling)*

*Availability of services is dependent on membership type.