Frank Banks-Seeney

With nearly 30 years of experience in the financial services industry – including 25 years as an Independent Financial Adviser – I specialise in delivering comprehensive advice to private wealth clients. Over the course of my career, I have developed deep expertise across all areas of wealth and financial planning, including pensions, retirement income planning, pension transfers (as a pension transfer specialist), investment advice, protection, equity release, care fees planning and Inheritance Tax (IHT) planning.

My approach is centred on building long-term, trusted relationships with clients and their families. By working closely with them to understand their goals and circumstances, I aim to provide high-quality, independent advice that delivers clarity, value and confidence both now and for the future.