Since the recent successful merger between Banks Chartered Accountants and Allford Bryant Accountants & Business Advisors in Old Town, Swindon, a further positive step has been implemented to progress the business forward. The new addition, Banks Financial Management, offers bespoke financial planning, covering an extensive range of finance and investment advice and services. The directors, Richard Mathews and Neil Elsden, together with Andy Barlow, who manages the new financial wing, view this expansion as positive growth for both existing and new clients, and the business.       

 

“Bringing 25 years of highly valuable experience and knowledge from work within the Financial Services industry, places Andy Barlow in an ideal position to offer solutions best suited to our clients’ individual needs and requirements”, comments Richard Mathews, Company Director at Banks Chartered Accountants.

 

Working as an Independent Financial Adviser in the local Swindon area for the past 20 years, Andy Barlow has gained a sound understanding of all aspects relating to personal finance and investments. Therefore Banks Financial Management, combined with Andy’s excellent background, will provide you with qualified financial advice and services from pension, retirement and investment planning (how to make your money work better for you – now and in the future), to personal protection schemes and life assurance (income protection, critical illness and healthcare).        

 

Andy Barlow explains:” The aim of Banks Financial Management is to effectively build and develop positive relationships with both existing and new clients. We want to help you by demystifying the complexities of finance and investments. Whether you are approaching retirement and would like to consider your investment options, or you would like to review your current investments and policies, we can provide up to date and impartial industry advice. Our service is available to all; from individuals, employees and business owners, to retirees.”