How we work

We take a fully consultative approach to understanding and helping develop your business.​ We start by undertaking a comprehensive review of your business and will provide you with compliance and business solutions which will help meet your regulatory and business needs and ob​jectives.

Any business solution ​will be tailored to the size, scope and risk appetite of your business.

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Over 20 years of experience

Bankhall is the largest supplier of support services to directly regulated financial advisers in the UK with over 20 years of experience in this ever changing market. Whether your firm provides services in investment and pensions, mortgages or protection and general insurance, you have the security of knowing that Bankhall has the experience and expertise to protect and enhance your business.

​Dedicated Support

We care about clients and act as an extension of your business, with our qualified teams and online guides at your disposal. Our teams take over 1000 support calls each month and are dedicated to helping you overcome any business challenge. With expertise across compliance, technology, business support and financial products, our goal is to help your business grow.

Bankhall’s support on our journey from Appointed Representative to Directly Authorised has been invaluable.

The Private Office