Bank House Financial Services Limited is a private limited company providing highly personal and professional financial advice to private clients, companies and other organisations incorporating a regular review service. We aim to develop a long term relationship and an understanding of our clients' needs, goals and objectives.

We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.

We've been helping clients navigate complex financial markets since 1990 and from those very early days our business has evolved primarily through client recommendations. Many of the clients we met during our initial years in business are still active clients today.

Contact Details

  Website
  City Stafford
  Postcode ST16 2AG
  Address Suite 1, The Malthouse Water Street
  Phone Number 017 8521 4972

Products & Services

Personal

Retirement and pension planning
Investing for capital growth or income
Tax planning and mitigation
Inheritance planning
Family protection
School fees and University funding
Income protection
Protection against critical illness
Long-term care
Private medical insurance


Corporate

Group and Executive pension schemes
Flexible employee benefits menu systems
Guidance for employers on auto-enrolment issues
Group death-in-service and dependants' benefit schemes
Group income protection
Group Private Medical Insurance
Partnership and directors' share protection
Key person business protection
Advice for your employees if required

  • I would recommend this business

David gave me genuine unbiased advise on my pension options, I would highly recommend Bank House Financial Services.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

Excellent help in planning my retirement income and investing for the future,would highly recommend using Bank House Financial Services Ltd, thank you Andrew for all your advice and help.

From Our Website

Based in Stafford Town Centre, Bank House Financial Services Limited is a firm of Independent Financial Advisers who have been creating financial planning solutions for clients since 1990. We work with our clients to meet their financial aspirations and we recognise the importance of providing long-term ongoing assistance and guidance. Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.


There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner. Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 20 years and throughout this period we've developed many good friendships.


Bank House Financial Services Limited provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including Accountants and Solicitors. We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance. Deciding on the best benefit strategy for our clients' businesses is another integral part of building a successful company.


Bank House Financial Services Limited has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy. The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our client's financial planning strategy as events inevitably change. Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.


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 graduated from The Welsh College of Music and Drama and spent 5 years as a teacher before embarking on his financial services career.


Bank House Financial Services Limited provides independent financial advice to both individuals and businesses. At the outset we arrange a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side. After the initial free consultation, we will agree with you whether we are paid by means of a fee payable by you, by means of commission incorporated in the cost of any financial product you buy, or a combination of the two.