Who We Are

Bank House Investment Management Ltd was created by Robert Ward and Tristan Freer to re-acquire the Investment Management business of Robert Ward & Co, that business having been sold to S.P.Holdings Plc in 2003.

With over forty years of experience in the financial services industry between them looking after private clients and the directors of SME's, Bank House brings a refreshing approach to advising upon and dealing with its clients assets.

Bank House wanted to remove from its clients the feeling of being just a file to be dealt with by whoever was free at the time and to replace it with an understanding that people are important again.

 

It is after all a quantum leap of faith to decide to work with any new adviser and new clients have to be comfortable that the quality of the advice that they receive is of the highest calibre. Clients need to feel that the people they receive their advice from are equally of the same calibre. Bank House prides itself on taking time to understand each client's intention properly and to fully meet that client's expectation.

Each client has to be able to decide whether a fee based arrangement is right for him or her or whether a fee based arrangement with commission offset is more practical. Bank House is happy to discuss this on an individual basis simply because we are all different and what works for one set of people does not work for another.