Bank House Financial Planning

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Bank House Financial Planning APPROACHABLE FINANCIAL PLANNING

Independent Financial Advisers helping people in Staffordshire

£1.28 billion was lost to fraud in 2025, according to UK Finance.Falling victim to a scam could harm your financial secu...
26/10/2026

£1.28 billion was lost to fraud in 2025, according to UK Finance.

Falling victim to a scam could harm your financial security, but the long-term effects often go beyond your bank account.

Some victims may find the fraud has an emotional impact, such as affecting their confidence or ability to trust people.

To find out more about 5 of the most common scams and how you can protect yourself, click the link below.

https://bankhousefp.co.uk/5-common-scams-you-need-to-be-aware-of/

44% of young adults (18 to 29) are reliant on family to feel wealthy, according to IFA Magazine.While you might be keen ...
23/10/2026

44% of young adults (18 to 29) are reliant on family to feel wealthy, according to IFA Magazine.

While you might be keen to lend a helping hand to younger family members, you may not have expected to provide support for so long.

Updating your financial plan could help you assess tax-efficient ways to pass on wealth and feel confident about your decisions.

Read our blog, linked below, to find out more.

https://bankhousefp.co.uk/are-you-supporting-adult-children-heres-why-it-should-be-part-of-your-financial-plan/

When you imagine your retirement, you may picture yourself taking long walks in the countryside, travelling to new place...
21/10/2026

When you imagine your retirement, you may picture yourself taking long walks in the countryside, travelling to new places, or playing with your grandchildren.

Yet your ability to enjoy these moments depends on a factor that rarely gets the attention it deserves - your physical mobility.

It’s all too easy to ignore mobility until everyday movements begin to feel stiff or awkward.

Shifting your focus towards how well your body moves, rather than how hard it works, could transform the way you live in your golden years.

Click the link below to discover the importance of focusing on mobility in retirement.

https://bankhousefp.co.uk/4-reasons-to-focus-on-mobility-in-retirement/

Brits are more risk-averse when considering investing than other nations.According to Manchester Metropolitan University...
19/10/2026

Brits are more risk-averse when considering investing than other nations.

According to Manchester Metropolitan University, excluding workplace pensions, only 23% of people in the UK invest in the stock market, compared with nearly two-thirds in the US.

To discover some of the reasons why cash might feel safer and the potential impact of overlooking investing, read our latest blog, linked below.

https://bankhousefp.co.uk/the-psychology-behind-favouring-cash-instead-of-investing/

94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their lives, a...
14/10/2026

94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their lives, according to a survey by Legal & General.

However, working out what your income might look like many years from now can be complex.

If you feel in the dark about how your pensions, savings, and investments might support you in later life, click the link below.

https://bankhousefp.co.uk/how-a-cashflow-model-could-provide-clarity-about-your-retirement-income/

Are you financially supporting your adult children?Stagnant wages, the rising cost of living, and difficulties getting o...
09/10/2026

Are you financially supporting your adult children?

Stagnant wages, the rising cost of living, and difficulties getting on the property ladder mean younger generations are finding it difficult to achieve financial security.

Updating your financial plan could help you understand the impact supporting your loved ones has on your finances now, as well as in the future.

Read our blog, linked below, to learn more.

https://bankhousefp.co.uk/are-you-supporting-adult-children-heres-why-it-should-be-part-of-your-financial-plan/

4 reasons why making mobility a priority during retirement could bring significant long-term benefits:1. Protect your in...
07/10/2026

4 reasons why making mobility a priority during retirement could bring significant long-term benefits:

1. Protect your independence
2. Reduce daily “niggles” and joint discomfort
3. Improve balance and prevent falls
4. Keep up with the activities you enjoy

Read our blog, linked below, to find out more.

https://bankhousefp.co.uk/4-reasons-to-focus-on-mobility-in-retirement/

3 psychological reasons you might prefer cash to investments:1. Market movements can make investing feel uncertain2. The...
05/10/2026

3 psychological reasons you might prefer cash to investments:

1. Market movements can make investing feel uncertain
2. The fear of losing money could mean you favour cash
3. Cash is tangible, which may make it feel safer

Read our blog, linked below, to learn more about why cash might feel safer, and the potential impact of overlooking investing.

https://bankhousefp.co.uk/the-psychology-behind-favouring-cash-instead-of-investing/

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