the DIRECTORY
The Southmark Building
3 Barrington Road
Altrincham
Cheshire
WA14 IGY
T: 0845 300 5326
F: 0845 400 1803
E:
www.bankhall.co.uk
No. of consultants: 9-10
Geographic area covered: UK
  • National

Bankhall

If youre looking for a support service provider that can work as part of your team and add real value to your business, then look no further than Sesame Bankhall Group -the largest distributor of retail financial advice in the UK through network and directly authorised models. As a member of SBG, not only will you receive professional support, you will also benefit from the additional services we offer. Through SBG you can access legal and valuation services, specialist lending services and advice services and investment management. Our directly authorised model is a trusted option for over 2000 firms nationwide, with advisers choosing Bankhall for its long established expert support, working with directly authorised, restricted and independent advisers. Bankhall is at the forefront of the industry, interpreting and preparing for regulatory changes by creating efficient and pragmatic solutions to help your business thrive. .

types of client firm served:

  • Authorised Professional Persons
  • Consumer Credit Providers
  • Discretionary fund managers
  • IFA (incl IFA divisions of financial institutions)
  • Insurance Brokers - General
  • Insurance Brokers - Pure Protection Products
  • Mortgage Brokers
  • Private Client investment management
  • Restricted financial advisers
  • Retail investment management

services offered:

  • Advice pre regulatory risk assessment or supervision visit
  • Authorisation - PRA
  • Authorisation -FCA
  • Complaints Handling Reviews
  • Compliance advice
  • Compliance Support
  • Compliance Training
  • Documentation
  • Enforcement Action - Financial Services
  • File Review
  • Health Checks
  • Mis-selling Reviews
  • Money Laundering/Financial Crime Advice and Reviews
  • Pension Reviews
  • Regulatory Returns Assistance
  • Regulatory Updates