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About HCL Investment Services

Established in 2000 HCL is owned by directors David Hipkiss and Tony Lea who have been working together for over twenty years and share almost 50 years’ experience in the financial services industry.

Dedicated to providing personalised Asset Management Services that help clients to manage their assets to meet their own goals and objectives the company is based in Brewood, Staffordshire, and services clients throughout the UK and further afield.

The HCL Team

Led by David Hipkiss and Tony Lea, the HCL team comprises of nine financial professionals including associate investment advisers, mortgage and protection advisers, paraplanners and an operations manager.

All team members have in-depth experience and are committed to the HCL ethos, building long-standing relationships with clients and working with them to manage their portfolios based on a real understanding of their individual asset management and financial planning objectives.

For more information on the services HCL provides visit the ‘Services’ and ‘Investment Solutions’ pages.

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 was formed in 2000 with Tony and Mark Cassidy as co-directors. Specialising in all areas of asset management, David is the most experienced member of the advisory team.

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 includes managing both client relationships and the advisory team.