Hannah Garratt

Hannah Garratt

Bank House Financial Planning

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 12 )

Retirement income (annuities, drawdown) ( 8 )

Investments and Savings ( 11 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 5 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 9 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 2 )

Up to £50k ( 1 )

First impression

by a VouchedFor user

a day ago

Overall

Please provide a brief comment about your experience with Hannah

In need of inheritance advice I contacted BHFP, more specifically Hannah Garratt. I found Hannah to have very good knowledge of the subject and the ability to explain the complexities of it. Would have no hesitation in recommending Hannah for sound advice.

Review

by a verified client in West Midlands

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Long term financial planning

How has Hannah Garratt helped you?

Hannah has provided advice on long term financial planning especially after the death of my husband a couple of years ago .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Hannah:

Thank you very much for taking the time to leave this review, Jo. All the best, Hannah
Review

by a verified client in Bristol

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Recently returned to the UK and needed advice on investing money from some liquidated assets.

How has Hannah Garratt helped you?

Navigated the minefield of potential instruments I could use, distilled it down into a few options in plain English and then helped me execute my chosen route.

Have you seen the outcome you were hoping for?

Yes, I have a great deal more financial security from knowing my money is in a good, safe, transparent place.

What could they have done better?

Nothing. Hannah is very thorough, very responsive and an excellent communicator.

Hannah:

Thank you for taking the time to leave this review, Paul. All the best, Hannah
Review

by a verified client in London

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was dissatisfied with my previous advisers—they were slow, hard to get hold of, expensive, and didn’t really take the time to listen to my needs.

How has Hannah Garratt helped you?

Hannah has been the complete opposite: responsive, approachable, cost-effective, and genuinely attentive.

Have you seen the outcome you were hoping for?

The tangible results will take time to fully materialise, but the immediate benefits—such as peace of mind and confidence in my financial decisions—are invaluable and immediate.

What could they have done better?

Honestly, nothing.

Hannah:

Thanks Matt. I really appreciate you taking the time to leave this review. All the best, Hannah
First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Hannah

Contacted several days late, by which time I had given up with both Vouchedfor’s service, and those it recommends.

Hannah:

Paul, It's a shame you felt the need to post this review. I did contact you within two days to arrange a discussion, but I didn't get a response from you. I therefore think the review is unjust. Wishing you all the best for the future, and I hope you find the right adviser for you. Hannah