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About our team

 

Our strength lies in our relationships with our clients, and that's all about people. We have grown year on year since forming the company keeping many of our original clients through to today. It is all down to the personal service we provide.

 

David Hipkiss and Tony Lea are the new owners of Bank House Financial Services Limited. After many long years of service Andrew Edwards has retired and introduced his clients to the new owners David and Tony.

 

David Hipkiss
David Hipkiss graduated from The Welsh College of Music and Drama and spent 5 years as a teacher before embarking on his financial services career. He joined Pearl Assurance in 1986 and reached management level before setting up his own business, with Tony Lea, in 1993. The duo initially worked as appointed representatives of Scottish Amicable and later Prudential. HCL Investment Services Ltd, which is based in Brewood, Staffordshire was formed in 2000 with Tony as co-director. Specialising in all areas of asset management, David is the most experienced member of the advisory team.


Tony Lea
Tony Lea gained a mathematics degree at Cambridge and spent the first seven years of his career in banking and finance before changing course to become an adviser. His role at HCL and at Bank House Financial Services Limited includes managing both client relationships and the advisory team.


Ben Michell
Ben Michell is the Operations Manager for Bank House Financial Services Limited and has been working with David Hipkiss and Tony Lea at HCL Investments since 2006. Ben has 30 years’ experience in the financial services industry working initially in banking and then in insurance.


Sarah Reynolds
Sarah is a Client Relations Manager and is the first point of contact for all clients at Bank House Financial Services Limited. Sarah’s role is to deal with all enquiries from clients and processing client reviews enabling the financial advisors to concentrate on giving advice on all financial matters. Sarah graduated with a business degree and her background is in sales and management.

 

Sarah is also a member of the society of Will Writers and is qualified in Wills, Lasting Powers of Attorney, Trusts, Probate Services and Estate Planning.

 

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Bank House
Financial Services Limited

Suite 1, The Malthouse
Water Street
Stafford
ST16 2AG

 

Tel: 01785 214972

Email: advice@bhfsltd.co.uk

 

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