About us

Established in 1990 with 40 years of financial life experience.

At Bankfoot Financial Services we are a small team with a professional and ethical practice code, our core principalĀ is treating the customer fairly.

Most of this has come about because the majority of our large banks and mortgage lenders are tied to specific product providers and reward their advisers based on revenue and sales rather than quality of advice. Some Financial Advisers have a allegiance with a network who will only allow them to use certain product providers, we view this a restrictive advice and not whole of market advise as we provide.

I am John Platt Dip FA, Cert PFS I am the adviser and Company Director I have 40 years of financial life experience. I am passionate about providing independent advise, unfortunately there are no web sites or businesses which inform you and can recommend an adviser as the majority of them do not know me or what I can offer. I am fortunate that my existing client bank provide that for me as over 95% of my business comes from client recommendation to friends, family and colleagues and as a potential client of mine you can look forward to a relaxed face to face appointment at your convenience.

You will be pleased to know that prior to giving advice I will take time to listen and understand what is really important to you, there will be no pushy sales or jargon just common sense advice for what benefits you. Once we have a financial plan in place I promise to review regularly to ensure it continues to meet your needs I pride myself in providing clear, transparent and honest advice.

About Bankfoot Financial Services

Excellent results, first Class, will recommend!

Mr G.K Roe