The HCL Bank House team is made up of nine advisers including both mortgage and investment advisers, supported by a team of a further five professionals including Paraplanners, Administration Staff, Compliance Manager and Finance Director.
David Hipkiss, Director
David graduated from The Welsh College of Music and Drama and worked as a teacher for five years. He began his financial services career in 1986 when he joined Pearl Assurance, where he reached management level before starting his own business with Tony Lea in 1993. David specialises in all areas of Financial Planning, making him the most experienced member of the advisory team, holding the Diploma in Financial Planning (DipPFS).
Tony Lea, Director
Tony 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. Tony’s role at HCL includes managing both client relationships and the advisory team and also takes the lead in shaping the direction of the business. Tony holds the Diploma in Financial Planning (DipPFS). When not advising, Tony is a lover of all sports, having played First Class Cricket at Cambridge. He is also a Founder and Trustee of Sporting Minds UK, a charity devoted to assisting young sports-men and -women with their mental health stemming from the extreme pressure of professional sports. Sporting Minds UK is our chosen charity for 2020. More information can be found here: https://www.sportingmindsuk.org/.
Ben Michell, Finance Director
Ben joined in 2006 as an Operations Manager before progressing to Finance Director of HCL Bank House. A keen golfer, Ben manages the company’s finances and also the day-to-day running of the business. Ben has 30 years’ experience in the financial services industry working initially in banking and insurance and is himself a fully-qualified financial adviser. In 2019, Ben acquired an interest in the company along with his colleague, Sam.
Sam Brueton, Director
Sam graduated with a BSc (Hons) degree in International Business and Modern Languages (German) from Aston University, Birmingham. Upon graduation in 2017, he joined the team and has since progressed to Director, having also acquired an interest in the company in the latter stages of 2019 with Ben Michell. He holds the Diploma in Regulated Financial Planning (DipPFS). Sam will be moving towards achieving the Advanced Diploma in order to gain Chartered Financial Planner status over the coming years. In his spare time, Sam is a huge football fan and is a season ticket holder at Wolves.
Cameron Fox, Financial Adviser
Cameron joined HCL in April 2019 and is our newest member of the team. Cameron completed his Diploma in Financial Planning (DipFA) in November 2019. Cameron moved to the UK from South Africa in 2000 to play cricket in the Birmingham cricket league and still enjoys playing cricket and rugby. In his spare time, he also likes to travel and has an interest in photography.
Richard Harris, Financial Adviser
Richard joined the HCL Bank House team in December 2018, having started with the business as an experienced Paraplanner, providing technical research for Advisers and maintaining relationships with clients. During his time at HCL, Richard has obtained the CII Diploma in Financial Regulated Planning (“DipPFS”) qualification and is now a fully qualified Financial Adviser at HCL Bank House. He intends to achieve the FPFS qualification over coming years, to become a Chartered Financial Planner and Fellow of the PFS. In his spare time, Richard is a self-taught drummer having played for the past 16 years, and is a keen supporter of local football team, Wolves.
Lynn Hyde, Financial Adviser
Lynn joined as an adviser in April 2004. She started her adviser career in April 1994 with CIS (Cooperative Insurance Society Ltd) and is an experienced adviser with over 24 years’ worth of knowledge. Lynn’s interests include theatre, swimming and listening to music but her favourite pastime is spending time with her Grandson.
Jonathan Day, Financial Adviser
Jonathan has 35 years experience in financial services, starting at Pearl Assurance and then moving to Prudential. He then worked for Birmingham Midshires and then moved to Woolwich to became an IFA. He specialises in investment advice and pension planning. Jonathan is a keen sportsman having played football to southern league level and a keen cricketer having played 2nd XI cricket for Northamptonshire and Worcestershire. He is also a keen golfer and plays to handicap of 6.
Helen Spence, Financial Adviser
Helen has 40 years in financial services joining Standard Life in 1978 then Scottish Amicable in 1984. Helen became self-employed in 2000 and joined in 2012. Helen enjoys equestrian events, walking and cake decorating and supporting her local teams in rugby, football and tennis.
Keith Whittaker, Financial Adviser
Keith has been in financial services since September 1990 where he worked for the Co-operative Insurance Society Ltd. Keith joined the team in 2007. Keith enjoys football, rugby and walking but he especially likes spending time with his Grandchildren.
Becky Piwowarczyk, Paraplanner / Office Administrator
Becky joined HCL in 2004. Becky’s role is to deal with enquiries from clients, collecting all the information ready for client annual reviews and assisting in the administration of new and ongoing solutions. Becky is qualified to CF1 UK Financial Services in Regulations and Ethics, CII Level 3 in Financial Administration and FA2 Pensions Administration. Becky enjoys reading, boxing to keep fit, going to the cinema and spending time with her friends and family.
Isabel Taylor, Trainee Paraplaner
Isabel joined us as a Trainee Paraplanner in September after graduating from Liverpool John Moore’s University with a First Class Honours in Business with Finance. She recently undertook an internship at Svenska Handelsbanken, and is currently studying towards her CII diploma in Regulated Financial Planning. In her spare time she enjoys going on City Breaks with her friends and spending time with her cats.
Vicky Conway, Compliance & Training Manager
Vicky joined in March 2017 and has worked in the regulatory side of financial advice for 15 years. Prior to joining, Vicky was engaged as a Senior Business Consultant providing business and compliance support to small and medium size independent Financial Advisers (IFAs) across the country. Vicky is a member of the Ladies Circle organization, which is part of the round table. Vicky was very proud to be the National President in Great Britain 2012.