Steven was born in Todmorden and has lived there for all of his life. He became a financial adviser in 1990, and was one of the founding directors of Bank House Consultants Ltd. Steven covers all areas of financial advice including equity release and long term care as well as attaining an advanced mortgage qualification.
Following a career in retail management, Richard started working in financial services with Zurich in 1991. He became an Independent Financial Adviser in 1999 and a founding partner in Bank House Consultants in May 2000. In addition to advising clients on investments, pensions, protection and mortgages, Richard is the Compliance Officer for the Company. Married with 2 children, he lives in Holmfirth, West Yorkshire.
Keith has been a qualified financial adviser since July 1989, and works mostly in investments and pensions, where he holds specialist advanced qualifications. He became a founding director of Bank House Consultants in 2000. In his personal life, Keith lives in Poulton-Le-Fylde and is married with a son and two step-sons.
Having worked for Yorkshire Bank since 1987, Richard became a qualified financial adviser under the Bank’s arm in 1997. In May 2000, Richard left the Bank to become independent as a founding partner in Bank House Consultants in his hometown. In addition to advising clients on investments, pensions, protection and mortgages, Richard is the Finance Director for the Company. In his spare time, Richard is a season ticket holder at Burnley FC, and a keen golfer. He is married and has three children.
Jean has been employed as an administrator within the Company for 14 years, having previously worked for a local bank for 22 years. She has become a much respected and important member of the Bank House team during this period where she has gained a reputation for being professional and diligent by both the directors and clients alike. Having been born in Todmorden, she is well known in the community, particularly for her active involvement with the local Cancer Research committee over the past decade. She is married, and has one daughter.
Laura joined Bank House Consultants as an administrator in March 2014, having previously worked for 9 years in mid-management for a well established manufacturing company. She has a BA Hons degree from Leeds University, and whilst financial services was a complete change of career path, her professionalism and rapid development has established her as a key employee within Bank House. Born in Todmorden, she still lives in the town with her fiancée and their two young daughters.